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Activities

The activity types used when recording time, organized into categories, each with optional template text.

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.

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