Manage Activity Categories
Home > Collaboration > My Activities > Manage Activity Categories
Introduction |
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 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