Adding or modifying an activity category

  1. Select Settings > Activities, Tasks and Appointments > Activity/Task Categories. The Activity/Task Categories page is displayed.
  2. Select a Division and a Site to which an activity category must be added.
    Note: If you select the Master List site to add an activity category, the activity category is added to all the sites.
  3. Click New. The Edit Activity Category page is displayed.
    Note: You can modify the existing activity category, using the Edit option corresponding to the name of the activity category.
  4. Specify a name for the activity category in the Activity Category field.
  5. Specify a field code for the activity category (optional) in the Field Code field.
  6. Click Save.