Articles in this section

LP3: Renaming an Activity

Introduction

The purpose of this guide is to show you how to rename an activity in e-flow. To perform this action, you must have an Admin or Work Manager role (see more about security levels here).

 

Renaming an Activity

  1. Firstly, you will need to go to the activity you want to rename. The image below shows the activity home page.

mceclip2.png

 

2. Click on the button which says 'Rename'. 

  mceclip0.png

 

3. Once you have clicked on the rename button a popup dialog box will display, this will allow you to rename the activity and enter your password successfully in order to change it. 

 

mceclip0.png

 

4. Finally, once you have clicked on 'Rename' it will take you back to the main page displaying the new name. 

 

mceclip4.png

 

Note: where activities are created by integration through an API with a primary data source, any renaming should be completed in that primary data source, or subsequent integration messages received through the API will overwrite updates made directly in e-flow.

 

See also:

LP2: Viewing Activity Summary (Key Metrics, Tasks, Linked Activity, Fields, Assets, Products, Briefs and Commercials)

LP3: Manage Activity (Cancel / Pause / Resume)

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.