Enriching or Editing an Activity With Additional Information

  1. From the sidebar navigation, click > Planner > Calendar or > Budget and navigate to the activity you want to enrich.

  2. Double-click on the activity.

    The detailed view opens.

  3. In the Quick Actions area, click the Edit general element info button.

    The Edit general element info dialog box opens.

  4. To make this information accessible to other users with activity access permissions, select the checkbox above the editor.

  5. Enter your content in the editor. For information about editing options, see Additional Information.

  6. Click Save.

You have successfully created or edited additional information for the activity.