Create and manage activity types

Define the kinds of to-do your team tracks, with default durations.

Table of Contents

Activity types are the kinds of to-do your team logs, such as a follow-up call.

Create one

Go to Setup, open Activity Types and click Create Activity Type.
On System, add the name, Subject and Default Duration, and pick an icon.
Optionally tick Default activity type.
Use Notifications to send a message when one is created.
Save.

Manage them

Filter between active and inactive at the top of the list. Inactive types cannot be chosen for new activities. Use the row’s menu to Edit or Delete one. If activities use the type, you are asked to move them first.

Up next

Next, read Create and manage job titles.