Difference between revisions of "Manage Activity Categories"

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==Introduction==
 
==Introduction==
Use the [[File:My_Activites_Manage_Categories.png]] icon to manage, and create activity categories and related custom activity outcomes
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Use the [[File:My_Activites_Manage_Categories.png]] icon to manage, and create activity categories
 
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Revision as of 08:49, 11 April 2018

Home > Collaboration > My Activities > Manage Activity Categories

Introduction

Use the My Activites Manage Categories.png icon to manage, and create activity categories

Related Articles

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.

Use the 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