Difference between revisions of "Manage Activity Categories"

Revision as of 19:02, 16 July 2017

Home > Collaboration > My Activities > Manage Activity Categories

Use the icon to manage, and create activity categories and related custom activity outcomes

Each Manually created activity can be assigned a category, by default a Task category is provided, with a single outcome of Done.

It is useful to create different activity categories for filtering, viewing and reporting.
It is useful to create outcomes which are relevant to the category of activity being completed, again for filtering, viewing and reporting purposes.

Use the icon to add a new category, give the category a name and select OK to add it

Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities)
To delete an activity category select the Trash Can icon next to the category you wish to delete

@@ Line 20: / Line 20: @@
 * It is useful to create outcomes which are relevant to the category of activity being completed, again for filtering, viewing and reporting purposes.
+Use the [[File:My_Activities_Categories.png]] icon to add a new category, give the category a name and select '''OK''' to add it
+* Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities)
+* To delete an activity category select the '''Trash Can''' icon next to the category you wish to delete
 ==Managing Category Outcomes==
 [[Category:Collaboration]]