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Chapter 45. Activity Types

Overview

The Activity Types tool is used to view and manage the organization's Activity Types. This is a global list of all available Activity Types. When configuring a Project Type, the Super Admin selects which of these Activity Types will be available in projects based on this Project Type.

Activity Types are used to classify the kinds of activities that occur in the organization's projects. Each Activity Type is associated with a set of activity data fields that store information about this type of activity. Activity Types that are needed for audit purposes are flagged as auditable. When configuring a Project Type, the Super Admin selects all the Activity Types that will be available for use in projects of this type. For more information, see the Concepts document Managing Activity Types.

Use the Activity Types page to:

  • View existing Activity Types.

  • Use the Manage link to view Activity Type Details or if you want to edit or clone an Activity Type.

  • Use the Add a Activity Type link if you want to add a new Activity Type.

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How to Use the Activity Types Page

Options

Move

You can use the arrows to change the order in which this Activity Type appears when the list of Activity Types is displayed.

Add an Activity Type

Click this link if you want to Add a new Activity Type.

Manage

Click the Manage link to view more information about a Activity Type or if you want to clone, edit or delete an Activity Type.

Fields

Name

A number representing the order in which the Activity Type appears in the global Activity Types list, followed by the name of the Activity Type.

Auditable Activity

Indicates whether this Activity Type is auditable or not. This flag can be used in reports.

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