Activities Types and Their Hierarchy Structure

This phase has the following goals:

  • Create templates for activities, the so-called activity types.

  • Define which data will be collected for which activities.

  • Define the possible structure of the activity hierarchy

You do this in the following steps:

Note

In order for a user to create activities, you as an administrator must edit steps 2 Activity types and 3 Rules. Step 1 is functionally optional, but strongly recommended from our side, see Activity Type Groups Are Optional, But....

Most companies use many types of activities. You can probably group the activity types in your company based on similar characteristics. See Activity Type Group.

When you define activity types, you create the templates with which users create the activities. In an activity type, you specify which attributes must be filled in for an activity and whether a workflow is associated with it. See Activity Types.

With rules you define how the hierarchy of activities is structured. This means, for example, which activity type or activity type group can be used as root element and how other activity types and activity type groups can be arranged below it. See Rules.