AdvoLogix Help

Introduction to Activity Plans

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Activity Plans provide structure and automation to your organization's planning and scheduling process.

Prior to the AdvoLogix Spring 2018 release Activity Plans were referred to as Action Plans.

Example: Business Process for a New Engagement

Example illustration of a simple business process for a new engagement

How do Activity Plans provide structure for scheduling?

Activity Plans (AP) represent a series of activities grouped by virtue of a common timeline objective. This results in the ability to manage a group of interconnected activities that move forward independently of (and/or in unison with) each other.

How do Activity Plans provide scheduling automation?

There are many productivity enhancements provided by AP. The single-most important being the ability to control multiple activities as a single entity. AP can be assigned to a matter automatically, via the visual process builder or flow or through other means, such as a logic trigger. To this end, features such as Activity Plan Templates (APT) allow the reuse of previously created AP without the need to recreate the same process.

What is an Activity Plan Template?

APT expedite the process of creating a new AP. The templates are pre-configured AP containing all the detail required to implement an AP. Simply apply a template to a matter and a new AP is deployed with everything scheduled and assigned as per the template. The matter's new AP may be left as-is or edited to reflect a unique schedule for the given AP.

These templates help provide a framework for implementing best practices and reusable standards within your organization.

Business Process (above) Converted to an Action Plan

Example illustration of a business process converted into an AP

How do I display AP or APT names from activity reports?

This is applicable to AdvoLogix Matter Management v1.136 onwards only.

All activities (events and tasks) generated from an AP now include a direct lookup relationship field (Activity Plan Task) pointing to the source AP Task custom object. Having this relationship now empowers your system administrators to be able to build custom formulas to pull related AP or APT information very easily.

How do I migrate existing activities to use the new reportable AP Task field?

This is applicable to AdvoLogix Matter Management v1.136 onwards only.

Prior to version 1.136, all activities that were generated as part of an AP were populated with the custom field advpm__TaskTemplateId__c.  This meant that the user was unable to see the AP name in a report; only a View link was displayed.  Going forward, all activities generated as part of an AP will be populated with the new custom field (advpm__Activity_Plan_Task__c).  This will allow users to see the AP/APT name on a report.

With this change in mind, the old field (advpm__TaskTemplateId__c) is deemed unnecessary and thus can be deleted from your organization.

Before deleting the old field (advpm__TaskTemplateId__c), verify the data value is copied into the new field (advpm__Activity_Plan_Task__c); otherwise, your existing activities will lose association with the parent AP.

Next Article How do I create an activity plan template?
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