Software Update: Wednesday 18th May 2022 - 07:00-07:30am

On Wednesday morning, we're updating OneFile to release some new changes and improvements.
To find out more, our release notes are available 
Please ensure you have saved any work and have logged out prior to 7:00am to avoid any potential loss of data.

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Assigning an Activity to an Objective

  User Roles

This feature can be used by the following user roles:

  • All users with a Keychain and CPD account

To assign an activity with CDP to an objective, please use the following steps:

  1. Click Create Activity
  2. Complete the details of the activity
  3. Click Assign to Objectives
  4. Select an Objective
  5. Click Ok
  6. Click Save

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