Activities allow you to categorize the type of work being done on tasks and designate hours as billable or non-billable, as shown in the example Activity report below.
Create an Activity
Workspace administrators can create and update activities for the workspace.
- Go to User Menu > Settings > Data Customization > Activities.
- Billable: Check the Billable box if this is a billable activity.
- Shared: Uncheck the Shared box if this activity should not be enabled for all projects.
- Click OK
Associate a Default Activity to a Task
To set the Default Activity on a task:
- Open the task Edit Panel
- In the Item Details section, assign the Default Activity for the task
Set Different Activities for Multiple Task Owners
If there are multiple owners on a task, you have the option to assign different activities to each task owner. This is done on the Expected Activity field, which appears on the assignment row in the Edit Panel.