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.
