Knowledgebase
Downloads
Glossary
Ask a Question
toggle


KB Home / Practice Manager / How do I add my own activity types?

How do I add my own activity types?

Article ID: 2346
Last updated: 15 Feb, 2023

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: 15 Feb, 2023
Revision: 9
Views: 826
This article was:  


RSS
Powered by KBPublisher (Knowledge base software)