Auto-setting Activities in OnPoint

With Document Management, you can create a custom activity associated with your project document.

Set activity preferences

1. In an open document, click the Options button on the File Tab of the top toolbar.

2. On the Activities tab, choose from the following options:

Always Create will automatically open the New Activity window when you save a document.

Never Create will enable you to close a document without setting a new activity.

Ask before creating will give you the option of setting a new activity when you save a document.

3. Click OK when done.