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:
· Activity Type Name – The title or name of the activity.
· Parent – The main or higher-level category that the activity type belongs to (useful for organizing related activities).
· Color – A visual identifier to easily distinguish activity types in dashboards or calendars.
· Default Responsible – The person or team automatically assigned to this type of activity.
· Description – Additional details explaining the purpose or nature of the activity type.
Please find attached the video for the Activity Types.
Follow these Steps to navigate and use Activity Types:
1Click "Administrative Task"
2Click "New Activity Type"
5You may select your preferred color for the color-coding scheme
6Assign the appropriate individual as the "Default Responsible".
7Enter a description, if applicable.
8Click "Submit"
Please find the link to the Step-By-Step reference guide for Activity Types. Activity Type.png
✅ Tips for Activity Types:
1. Use Clear and Descriptive Names – Ensure each activity type has a name that clearly reflects the task or action it represents.
2. Categorize with Parent Types – Organize activity types under parent categories for easier tracking and reporting.
3. Assign Default Responsibilities – Set a default responsible person or team to streamline task assignment.
4. Utilize Color Coding – Apply distinct colors for each activity type to enhance visual organization and quick identification.
5. Provide Relevant Descriptions – Add concise descriptions to clarify the purpose and scope of each activity type.
6. Review and Update Regularly – Periodically check activity types to ensure they remain accurate, relevant, and aligned with current workflows.