Activity Categories
Group activities into categories for organization and reporting.
Overview
Activity Categories allow you to group similar activities together. Categories help with filtering, reporting, and understanding how your team spends their time.
Accessing This Setting
- Go to Settings > Calendar > Activity Categories
Configuration Options
Creating Categories
- Category Name - Name of the category
- Color - Color coding for visual identification
- Description - Optional description
- Active Status - Enable or disable categories
Common Categories
- Sales Activities
- Production Activities
- Administrative
- Customer Service
- Marketing
Using Activity Categories
Categories are used for:
- Filtering activities on the calendar
- Running activity reports by category
- Understanding team time allocation
- Dashboard activity widgets