# Activity Types

 To create a new activity type, complete the fields for 'Activity Type Name', 'Parent', 'Color', 'Default Responsible', and 'Description', then click 'Submit' to save.

When adding or editing a Activity Type, you typically fill out the following fields:

<span style="font-size: 12.0pt; font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;">Activity Type Name</span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"> – The title or name of the activity.</span>

<span style="font-size: 12.0pt; font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;">Parent</span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"> – The main or higher-level category that the activity type belongs to (useful for organizing related activities).</span>

<span style="font-size: 12.0pt; font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;">Color</span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"> – A visual identifier to easily distinguish activity types in dashboards or calendars.</span>

<span style="font-size: 12.0pt; font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;">Default Responsible</span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"> – The person or team automatically assigned to this type of activity.</span>

<span style="font-size: 12.0pt; font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"><span style="mso-list: Ignore;">·<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;">Description</span>**<span style="font-size: 12.0pt; font-family: 'Times New Roman',serif; mso-fareast-font-family: 'Times New Roman'; mso-font-kerning: 0pt; mso-ligatures: none; mso-fareast-language: EN-PH;"> – Additional details explaining the purpose or nature of the activity type.</span>

**Please find attached the video for the Activity Types.**

**<video controls="controls" height="270" src="https://support.ceonesource.com/attachments/33?open=true" width="480"></video>**

**Follow these Steps to navigate and use** **Activity Types**:

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Click "Administrative Task"</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2. </span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Click "New Activity Type"</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Navigate to the 'Activity Type Name' field, and either select an existing activity type or enter the desired name for the new activity type.</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Navigate to the 'Parent' field, and either select an existing activity type or enter the desired name for Parent.</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">You may select your preferred color for the color-coding scheme</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Assign the appropriate individual as the "Default Responsible".</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Enter a description, if applicable.</span>**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.</span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Click "Submit"</span>**

**Please find the link to the Step-By-Step reference guide for Activity Types. [Activity Type.png](https://support.ceonesource.com/attachments/34)**

**<span style="font-family: 'Segoe UI Emoji',sans-serif; mso-bidi-font-family: 'Segoe UI Emoji';">✅</span> Tips for Activity Types:**

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Use Clear and Descriptive Names –** Ensure each activity type has a name that clearly reflects the task or action it represents**.**

<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';">  </span></span></span>**Categorize with Parent Types –** Organize activity types under parent categories for easier tracking and reporting.

<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';">  </span></span></span>**Assign Default Responsibilities** – Set a default responsible person or team to streamline task assignment.

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****Utilize Color Coding –** Apply distinct colors for each activity type to enhance visual organization and quick identification**.**

<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Provide Relevant Descriptions –** Add concise descriptions to clarify the purpose and scope of each activity type.

**<span style="mso-bidi-font-family: Aptos; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>****Review and Update Regularly –** Periodically check activity types to ensure they remain accurate, relevant, and aligned with current workflows.