Settings
Activities
The activity types used when recording time, organized into categories, each with optional template text.
You'll find this page in Settings under Tasks.
Activities describe what kind of work a time entry was: Drafting, Court Appearance, Client Call. When someone records time on a task, they pick an activity, and your invoices and reports inherit that vocabulary.
Categories and Types
Activities are organized in two levels. Activity categories group related work and map to a system area (Administrative, Client, Sales, and so on). The Sales-area categories, for instance, are where Lead Settings finds its follow-up and consultation activities. Open a category to manage the activity types inside it.
Template Text
An activity type can carry template text: boilerplate that pre-fills the task’s notes when the activity is selected. If every “Court Appearance” entry starts with the same skeleton (“Appeared before Judge ___ regarding ___”), put the skeleton on the activity and stop retyping it.
The list shows where each type is referenced; types in use can be combined with Merge rather than deleted. Only administrators can change activities.