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Navigating to Activity Categories

What are Activity Categories?

Activity categories Categories are used to classify activities Activities into generic groups based on specific similar common attributes that they share. Activity categories are following Categories follow a hierarchical tree structure. 

Creating, Editing and Deleting Validations and Restrictions

• Navigate to Activity Categories and explore existing entries via the Summary page. Activity Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
• Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Category for the 'parent' to make the specific Category a 'child' or erase the 'parent' name to make the Category a 'parent' itself.
• Either SAVE the changes or cancel (X) and go back to the Summary page. 
• Create a new (ADD) or delete an existing one (REMOVE).
• Use EXPAND ALL  to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.

Check the Validations & Restrictions Table below for a list of available Actions when working with Activity Categories including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of Activity Categories fields.

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Validations & Restrictions

Attributes

An * indicates a field is mandatory.