Activity categories are used throughout the company to ensure a consistent description and rate of time entries. You can also share these Activity Categories with your team members so that everyone in your company can use them when entering time.
When you create an Activity Category and use it in a time entry, it will auto-populate the description and rates for you. But you must create them along with the Category name.
Steps to Create an Activity Category
Click on
Activitieson the left and further click onCategories.To add new categories, click on
Add.Give your activity category a
Name,Description, andRate.Click on
Saveto save your category. Click onSave & Add Newif you wish to create multiple categories.
To update an existing category, click on the Edit Button next to the category and update the details before clicking on Save to save the changes.
To remove categories, click on the X Button next to the category and confirm the removal by clicking on Yes remove it button.