Activity Types

The Activity type that is assigned to every single activity controls among other things, where the activity will be shown - in the calendar or the task list. The system is set up with a number of pre-defined activity types.

The calendar shows the activities assigned to you or to which you are linked as an employee. You can choose whether an activity will show in the actual calendar or in the task list. Activity types Registered, Demonstration and Meeting are shown in the calendar, whereas activities such as Letter, Fax and Tel. out are shown in the task list. Whether an activity shows in the task list however, can always be decided on an activity-to-activity basis.

Activities can be set up with an alarm function that allows you to decide how long before an activity's start time you will be alerted.

Activity types can also be used to control how activities are shown in the calendar: Busy, Free or Out. This is particularly useful information in connection with linking employees to other activities.

You can decide that all activities of a certain type require a Resp., and you can also choose to make an activity type Inactive so that it cannot be selected from the drop-down list any longer.

You can edit activity types by right-clicking them in the activity type field and picking Change in properties register, or by going to View - Settings - Company - Properties Register.

Tip! In the User Settings for Activity you can enter default values for new activities you create, e.g. which activity type a new activity should be assigned to.

Read more about:

Settings for Activity Types

Activities