ACTIVITY TRACKER

-User Manual
Version 1.0

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 Introduction

 An online task management application for

maintaining a to-do list of tasks
 Designed to help employees to organize
and prioritize their tasks and assignments
 User friendly interface and a robust
features that allows employees to allocate
cognitive stamina to most important goals
 Enables employees to monitor the
progress of their tasks & deliver the
requirements in a timely and systematic
manner
 Serves as a tool to record & review the
performance of employees periodically
 Enable effective work distribution among
team members

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Table of Contents

Sl No. Content Page No.

Where is the option available to access

1 4
“Activity Tracker”?

2 Who can access “Activity Tracker”? 5

3 How to add an activity? 6

4 How to create “My Task List”? 9

What is the significance of “Enable

5 10
Mandatory Closure”?

6 How to Accept the activity? 11

How to Request for Revision of an

7 13
assigned activity?

How to take action on “Request for

8 16
Revision”?

How to delegate activities assigned to

9 19
me?

How to update on the progress of

10 21
assigned tasks?

11 How to assign activities through email? 22

12 How to submit and close an Activity? 23

What if the assigned activity is no more

13 25
valid or How to Recall Activity?

14 Alerts & Notifications 26

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Where is the option available to
access “Activity Tracker”?

 Login into myCII

 Activity Tracker is available on the right
hand side menu of the Home Page

Activity Tracker

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Who can access “Activity
Tracker” ?

 Activity Tracker is available for all

employees

 Employees can use Activity Tracker to

maintain a task list of there own or to
assign tasks to their reporting team
members.

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How to Add an activity? (1/3)

 Click on Activity Tracker

 Click on “Add New Activity”

 Enter the details

 Select an appropriate task priority

 Mark a copy to other staff members

who are involved in the activity by
clicking on “Tag Staff Member”

 Select the event/Project if related

 Create and link to appropriate Activity

Group by clicking on “Add Activity
Group”

 To link the task with KRA, click on

“Include this activity in annual
performance appraisal,” select the KRA
& enter Expected Outcome and
performance indicators

 Click on “Assign Activity”

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How to Add an activity? (2/3)

Add New Activity

Enter task details, review date & due date

and set priority

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How to Add an activity? (3/3)

To link the activity with KRA, Select “Include this

activity in annual performance appraisal”

Assign Activity

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How to create “My Task List” ?

 You can create your own task list to

systematize your work using Activity Tracker

 Click on “Activity Tracker”

 Click on “Add New Activity”

 Enter the details

 Select your own name as “Assigned to”

 Select name of the manager as “Assigned by”

in case activity has been assigned by your
manager over call or during meetings, else
leave it blank

 If you would like to link the activity to your KRA,

click on “Include this activity in annual
performance appraisal”

 Click on “Assign Activity”

 In case you have created an activity “Assigned

By” your manager and simultaneously “Linked
to Annual Appraisal,” the request will go to the
manager first for Approval else no approval is
required

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What is the significance of
“Enable Mandatory Closure”

 If this feature in enabled, user is bound

to submit the activity through Activity
Tracker by due date else the access to
myCII services would get automatically
blocked

Select the check-box

“Enable Mandatory
closure” in case of
important or high-
priority tasks

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How to Accept the activity? (1/2)

 Open the activity details and click on

“Accept” button to agree upon the
timelines and assigned activity

Click on “To Accept”

Click on the
Activity

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How to Accept the activity? (2/2)

 Open the activity details and click on

“Accept” button to agree upon the
timelines and assigned activity

Click on Accept

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How to Request for Revision of
the assigned activity? (1/3)

 In case you would like to request the

Reporting manager to revise the
assigned task or review/due dates:

 Click on “To Accept”

 Click on “Request for Revision”

 Enter the Comment & click on “Send

Request”

 Reporting manager has to accept the

request for revision and make
necessary changes in the activity
through myCII.

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How to Request for Revision of
the assigned activity? (2/3)

Click on “To Accept”

Click on the
Activity

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How to Request for Revision of
the assigned activity? (3/3)

Click on Request
for Revision

Enter the comments and

click on Send Request

Request goes to the Reporting Manager

and the task is revised subject to the
approval

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How to take action on Request
for Revision? (1/3)

 Click on “Pending”

 Click on the Activity with status

“Requested for Revision”

 Click on “Edit Activity” in case required

to amend the details

 Click on “Action for Revision”

 Update the due date and enter your

comments

 Click on “Close Revision”

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How to take action on Request
for Revision? (2/3)

Click on the activity having status as

“Requested for Revision”

Click on Action
for Revision

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How to take action on Request
for Revision? (3/3)

Revise the date (if required), enter your

comments and click on “Close Revision”

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How to Delegate activities
assigned to me? (1/2)

 Click on “Add New Activity”

 Click on “Delegate this Activity”

 Select the Main Activity from drop-down

 Click on “Assign Activity” at the bottom

 Alternatively, you can open the

assigned activity & click on “Delegate
Activity”

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How to Delegate activities
assigned to me? (2/2)

Click on “Delegate Activity”

& Select the Main Activity

Review the activity details and Click

on Assign Activity

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How to update on the progress of
assigned tasks?

 You can open the activity details and

post a comment

 You can also upload the attachment

while posting a comment

Enter your
comments

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How to assign activities through
email?

 Users can create and assign activities via

email

 Mark a CC/BCC to cii.task@cii.in while

forwarding a task through email

 Mention the due date, review date and

priority using below format embedded in
the email body:

− {D:dd/mm/yyyy;P:U;R:dd/mm/yyyy}

− Where, D-Due date

− P=Priority (Normal/Urgent)

− R= Review date

 In case due date is not added in the email

in desired format, system would
automatically assign due date as 1 week
later from “email Sent On” date and create
the task

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How to submit & close Activity?
(1/2)

 Once the task is over, open the activity

detail and click on “Close Activity”

 Enter your comments

 In case your activity was linked to KRA,

add the comment under “Expected
Outcome” and “Performance Indicator”

 Click on “Close Activity” button inside the

pop-up

 In case the activity was assigned to you by

your Manager, then request goes to the
Manager to verify and accept the closure

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How to submit & close Activity?
(2/2)

Click on
“Close Activity”

Enter your comments

& click on Close
Activity

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What if the assigned activity is no
more valid or How to Recall
Activity?

 To recall the assigned activity at any

moment, open the activity detail an click on
“Recall” Button

 Enter your comments and click on Recall

button in the pop-up

Click on Recall Button

Enter the comments and

click on Recall

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 Alerts & Notifications
ALERTS & NOTIFICATIONS

Instant email notification On

assigning a task

Daily email alert summary

on List of pending activities

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