Add and edit an activity in the phase plan

In the phase pull, you can add, edit and manage high-level planning activities directly. You can create new tasks, adjust details and manage constraints — all within the planning view. 

Add a new activity 

To add an activity to a phase pull lane: 

1. Right-click on the lane in which you want to place the activity (or press and hold on a touchscreen).
2. In the contextual menu, select Add activity.
3. The Add activity dialog will open. Fill out the following fields:
   • Activity name — required.
   • Schedule activity ID — optional.
   • Trade — required. Select from the drop-down list.
     • By default, only active trades are shown.
     • Use the Active trades toggle to view all trades (active and inactive).
   • Number of days — duration of the activity (1–99). Default is 1.
   • Crew size — number of people assigned (1–99). Default is 2.
4. Click Save to create the activity or Cancel to discard changes. 

Edit an existing activity 

To modify an activity already placed in the phase pull lane: 

1. Right-click any tag of the activity you want to update.
   • Alternatively, double-click (or double-tap on a touchscreen) to open the edit dialog.
2. In the menu, select Edit activity.
3. The Edit activity dialog will open. You can update:
   • Activity name  — required
   • Schedule activity ID — optional
   • Trade — required (select from drop-down list)
   • Constraints — view any existing constraints tied to the activity
     • Use the drop-down list to review constraints
     • Click Add constraint to open the constraint creation dialog
   • Copy activity — use this option to create a duplicate activity with the same setup
4. Click Save to confirm your edits or Cancel to discard. 

Add a constraint to an existing activity 

Inside the Edit activity dialog, you can add a constraint to the selected activity. Adding constraints directly in the dialog ensures that blockers are captured in real time and associated with an activity — keeping the whole team informed and proactive. 

1. On the constraint drop-down list, click Add constraint.
2. Fill out the following fields:
   • Constraint name — required
   • Activity constrained — auto-filled
   • Details optional — add relevant notes
   • Person responsible — optional 
   • Date to be resolved — optional (choose from the calendar)
3. Click Save to create the activity or Cancel to discard changes. 

Edit a constraint in the edit activity dialog 

After constraints have been created, they appear in a list in the Edit activity dialog. To edit a constraint: 

1. Right-click the tag to open the Edit activity dialog. 
2. Click the constraint in the list to open the Edit constraint dialog.
3. In the dialog, you can update:
   • Constraint name — required
   • Activity constrained — auto-filled
   • Details — optional notes or context
   • Person responsible — optional
   • Date to be resolved — choose a deadline in the calendar
   • Resolved toggle — when enabled, a new field appears for entering the Resolved date
4. Click Save to confirm your changes or Cancel to discard them.