Adding or modifying an activity category type

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