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.

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