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Custom Activity Types

Manager Level Users can now create Custom Activity Types for the organization.

📹 Watch: Create Custom Activity Types

 

Steps to Create Custom Activity Types:

1. Select [Settings] >> [Organization] >> [Activity Types] on the left-hand navigation bar.

2. Select [Add Activity Type]

Screenshot 2026-01-07 at 9.45.17 AM

3. Select an icon for the Activity Type

Screenshot 2026-01-07 at 9.44.33 AM

4. Add the Activity Name in the field

Screenshot 2026-01-07 at 9.44.53 AM

5. Click [Save]

6. Now, staff will be able to select your Custom Activity Type.

For more information on creating a new client activity, click HERE

For more information on completing staff activities, click HERE