Activity Settings

• Add Activity Type
• Edit Activity Type
• Change Translations

The program has predefined activity types (call, meeting, etc.), and you can also add or rename activity types to meet your company's needs. All added activity types will be visible when creating a new activity.

Permissions: Admin
PSA Plans: Free, Growth, Business, Enterprise, Enterprise+

Add Activity Type

1. Go to the section Settings > Feature settings > Activities.
2. Click Add activity type.
   
   
3. Give the type a name.
4. Choose an icon.
5. Set activity type as default if necessary.
6. Click Save.

A new activity type is added and you can define translations for it if needed.

Edit Activity Type

You can edit the type.

1. Click the three dots in front of the type and select Edit.
2. Change needed details.
3. Click Save.

Change Translations

You can also provide translations for the type in the languages your users are using the program. The predefined types are translated into Finnish, English, and Swedish.

1. Click text in the Translation column, either Not translated, Partially translated or Translated.
2. Edit needed languages.
3. Close slider.