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How do I add my own activity types?

Article ID: 2346
Last updated: 06 May, 2020

You can add own activity types by following these steps:

  1. Click on Admin Centre from the home screen.
  2. Select Applications from the left-hand menu.
  3. Click on Practice Manager.
  4. Click on Customise Practice Manager on the left.
  5. In the customisation screen, click on Client and Non-Client activity types on the left.
  6. 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.

Article ID: 2346
Last updated: 06 May, 2020
Revision: 9
Views: 537
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