Work and projects – Activity types
Activity types make it possible to get detailed reporting on what your team members are spending most of their time on. This helps to make corrections, where needed, help prioritize your team's activities and make the most of your time. Events and tasks can also be filtered by activity types.
Go to Settings > Work and projects > Activity types to set up activity types for your team.
For example, HR might need activity types like Holiday/Vacation, Interview, New employee on-boarding and so on.
If you have many activity types, it's wise to split them up into relevant groups. You can create a new group by clicking on Create group.
If you don't use an activity type any longer, you can mark it as inactive. Just remove the green tick from the checkbox. Inactive activity types won't show up in the list, when adding a new task or a calendar event.
Users can select activity types they deal with most often, those selected will be displayed first when adding or modifying events and tasks. Read more about user activity types.
For example, you can filter the detailed work report by activity types. Let's say you'd like to see all first meetings with new customers made last month or all follow-up meetings done with new customers. You can filter this report in multiple ways to get exactly the data you need. Here's more on how to use the detailed work report to your best advatange.
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