Adding custom activities and result types
You can create a custom activity type and schedule the custom activity. When you create a custom activity type, two types of results are assigned to it: Completed and Not Completed. The result types are used for clearing the activity. You can edit the name of the Completed and Not Completed result types, create result types, and delete result types that you created.
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To complete this procedure, you must have the appropriate permissions assigned to you. For more information, see About user roles and permissions. |
To add a custom activity type and result type
From the Schedule menu, point to Manage, and then click Activity Types.
The Manage Activity Types dialog box appears. For field definitions, press F1.
Click Add.
The New Activity Type dialog box appears. For field definitions, press F1.
In the Name field, type the name of the activity type.
(Optional) The Active - allow new activities of this type check box is selected by default. To make the activity type inactive, clear the check box.
(Optional) To assign an icon to the activity type, click Browse and select the icon. For more information about icons, see Assigning an icon to an activity type.
(Optional) To add a new result type, click Add, type the name of the result type in the Result name field of the Add Result Type dialog box, and then click OK.
(Optional) To edit a result type, select the result type and click Edit; in the Edit Result Type dialog box, edit the result type, and then click OK. For field definitions, press F1.
In the Add Activity Type dialog box, click OK.
The activity type appears in the Activity Types list. Once you add an activity type, you can deactivate it, but you cannot delete it. For information on deactivating the activity type, see Deactivating an activity type.