• How To Add Documents To A New Project

    The purpose of this article is to help guide you on how to add relevant documents to your projects created in Activ8. This will allow an easy flow of documentation needed for the project and users will be able to access these documents in a central location. Adding Documents Navigate…

  • How To Add A New Task To A Project

    The purpose of this article is to help guide you on how to get started with adding tasks to your own projects within Activ8. Tasks will allow you to prioritise the order of events within your project. This article also includes how to create a dependency between tasks. Creating Tasks…

  • How To Import An Existing Task Into A Project

    The purpose of this article is to help guide you on how to get started with importing existing tasks into your own projects within Activ8. Creating Or Importing Tasks Navigate to the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Project Management’. Create a new project or…

  • How To Import A Schedule Into A Project

    The purpose of this article is to help guide you on how to import existing schedules into a project created in Activ8.  Selecting A Project First, navigate to the ‘Workflow’ tab. From the drop-down menu, select ‘Project Management’. Next, select the project that you would like to use. You find…

  • How To Add Milestones To A Project

    This purpose of this article is to help guide you on how to get started with creating your project milestones within Activ8. Adding milestones to a project will allow you to cluster certain tasks together within the project. A milestone is a grouping of tasks that are all relevant to…

  • How To Edit, Delete Or Archive A Project

    This article will help guide you on how to edit, delete or archive a project after you have created one in Activ8. Selecting A Project First, navigate to the ‘Workflow’ tab. From the drop-down menu, select ‘Project Management’. If you cannot see the ‘Project Management’ section, it might be because…

  • How To Create A Visit Task

    The purpose of this article is to provide a step-by-step guide to creating a visit task in Activ8 software. Creating A Visit Task After logging into Activ8, click on the ‘Workflow’ tab in the left-hand panel. From the drop-down menu, select ‘Tasks’.   In the top right corner of the screen…

  • Calculated Formula Fields In The DotActiv Software

    The purpose of this article is to provide a brief explanation of a few of the commonly formulated fields used in the DotActiv software as well as how each of them is calculated. Forward Space This is the two-dimensional area (facing forward) taken up by a product [Height * Width]….

  • How To Log In And Out Of Activ8 (Mobile)

    The purpose of this article is to explain how you can log in and out of Activ8’s iOS and Android mobile applications. We also provide you links to the Google Playstore and Apple App Store. Downloading Activ8 For iOS / Android Activ8 is available for both iOS and Android users….

  • How To Transfer A DotActiv License To A Different User

    The purpose of this article is to explain how you can transfer a DotActiv license from one user to another. DotActiv’s licenses are unique to each user and linked to their laptop or computer. That is why you cannot use the same license that someone else uses on your computer….