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How to Edit an Activity Record in Managemate

Easily update activity records in Managemate to accommodate sudden changes in condo operations.

Chester avatar
Written by Chester
Updated over 2 months ago

How to Edit an Activity in the calendar of the Managemate Application

  1. Click the calendar icon located at the top‑right corner of the page.

  2. Navigate through the calendar and select the activity you want to edit.

  3. Click the dropdown arrow to see available options

  4. Click edit to proceed with the edit activity form

  5. Review & update the activity details as needed, then click Save to apply the changes

How to Edit an Activity in the Activity Section of the Managemate Application

  1. Access the activity section from the left-side menu

  2. Search by activity name using the search field

    Note: The activity you search will appear based to the activity view you selected

  3. Click the activity name to proceed in its activity view page

  4. Review & update the activity details as needed.

Editing an Activity Using Table View

  1. Filter the activities in table using the available filter options

  2. Table columns contain activity details, and most fields are editable as needed.

    • List of Table Files can be update

      • Flag

      • Priority

      • Complete

      • Activity Name

      • Due Date

      • Assignee/Organizer

      • Tags

      • Status Update

      • Linked Project

      • Type

  3. Changes made to these fields are applied instantly

  4. Click the dropdown arrow from the actions column to view available option

  5. Click edit to proceed with the edit activity form

Editing an Activity Using the List view

  1. Filter the activities using the available filter options

  2. Once you find the activity, click the dropdown arrow to view the available options

  3. Click edit to proceed with the update

  4. To make further updates, click the activity name to open its view page

Editing an Activity Using the Management Report

  1. Filter the activities using the available filter options

  2. Once you find the activity, click the dropdown arrow to view the available options

  3. Click edit to proceed with the update

  4. To make further updates, click the activity name to open its view page

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