How do I add my own activity types?
You can add own activity types by following these steps:
- Click on Admin Centre from the home screen.
- Select Applications from the left-hand menu.
- Click on Practice Manager.
- Click on Customise Practice Manager on the left.
- In the customisation screen, click on Client and Non-Client activity types on the left.
- You can now Create, Edit and Delete activity types.
When you next go into Work Management, the new activity type will appear in the type of task/job drop-down menu ready for you to use.
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