Manage Activity Categories

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

Related Articles My Activities

Managing Categories

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

Managing Category Outcomes

Each category will have a default outcome of Done

Add additional outcomes to a category by clicking on the category name you wish to add the outcome too, and this will show the default icon on the right hand side. Click on the icon to add a new outcome to the selected category.

• Give the outcome a name and select OK to add it

Once a new outcome has been created click on the outcome name to be able to configure it's attributes

• Code: The code which will be attributed to the outcome and could be used for reporting purposes
• Label: The display name for the outcome which will be seen by the user when completing the activity
• Button Colour: Choose a colour which will be used for the outcome when the user is completing the activity
• Note required: Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.
• Preview: See what the category specific outcome button will look like based on the configured attributes above