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Navigating to Activity Categories

What are Activity Categories?

Activity Categories are used to classify Activities into generic groups based on specific common attributes. Activity Categories follow a hierarchical tree structure. 

• 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 validations

Validations & Restrictions

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attributes attributes

Attributes

An * indicates a field is mandatory.