Activity types make it possible to get detailed reporting on what your team members are spending most of their time on. This helps to make corrections, where needed, help prioritize your team's activities, and make the most of your time. Events and tasks can also be filtered by activity types.
Go to Settings > Work and projects > Activity types to set up activity types for your team.
For example, HR might need activity types like Holiday/Vacation, Interview, New employee onboarding and so on.
If you have many activity types, it's wise to split them up into relevant groups. You can create a new group by clicking on Create group.If you no longer use an activity type, you can mark it as inactive. Just remove the green tick from the checkbox. Inactive activity types won't show up in the list when adding a new task or a calendar event.
Each user can decide which activity types they'd like to see first in their dropdowns. This can be done under Settings > My calendar and tasks > My activity types.For example, you can filter the Detailed work report by activity types. Let's say you'd like to see all first meetings with new customers made last month or all follow-up meetings done with new customers. You can filter this report in multiple ways to get exactly the data you need. See the Detailed work report help article for more details.
If you're unsure of what kind of activity types you might need, here are a few examples to get you started (by groups):
- Strategy development
- Planning and budgeting
- Financial management
- Hiring
- Management meeting
- Reporting
- Business development
- Education and training
- 1-on-1 meeting
- Budgeting
- Monthly reporting
- Annual reporting and Audit
- Sales invoice management
- Debtor management
- Purchase invoice management
- Expense reporting
- Payroll management
- Finance admin
- Employer branding
- Hiring
- New employee onboarding
- Analyses (e.g employee satisfaction)
- Education and training
- Planning 1-on-1 meetings
- Documentation
- Health checks
- HR Admin
- Research
- Planning
- Campaign/project management
- Branding
- Content creation
- Marketing events
- Ad management
- E-mail marketing/newsletters
- Social media management
- SEO
- Website management
- PR and communication
- Marketing admin
- Planning
- Preparing sales materials (e.g presentations etc)
- Prospecting for new clients
- Sales meeting
- Inbound sales call
- Outbound sales call
- Preparing a quote/offer
- Sales follow-up
- Contract preparation
- Internal sales meeting
- Sales admin
- General project management
- Planning and budgeting
- Project meeting
- Project documentation
- Project-related bills and invoice handling
- Reporting
- Research and analyses
- Ideation
- Art directing
- Copywriting
- Design
- Production
- Programming
- Consulting/Coaching/Mentoring
- Workshop/training
- General office paperwork and filing
- Company event
- Team meeting
- General emails and chat
- Travel
- Office upkeep
- Personal time