Using Activities the Right Way

Activities are a fixed set of values that you assign to tasks and time entries. This lets you classify what type of work was completed – handy if you want to, for example, bill different hourly rates for each activity.

Main Benefits and Use Cases

Activities make your work easier to analyze and manage:

• Cleanly classify your work across tasks and time entries

• Enable billing by activity, for example with different hourly rates

• Keep time tracking consistent, since activity is a required field

How to Use Activities

Creating Activities

1. Go to Settings (gear icon in the bottom left of the main menu) > Categories > Activities.

2. Click + Activity in the top right.

3. Enter a name and choose an icon.

4. Optional: Add a description.

Editing or Deleting an Activity

You can delete activities using the action button.

Setting the Activity for a Task

You can set a task's activity in the edit window or directly in the detail view.

1. Open the task.

2. Click on the activity in the detail view.

3. Choose a different activity from the list.

When creating a new task, you can select the activity from the dropdown using Add Details.

You can also change the activity for multiple tasks at once.

Setting the Activity When Tracking Time

You set an activity's time in the edit window when you create or edit a time entry.

If you're tracking time using the timer, you can open the options and adjust the activity there:

1. Click on the running time entry.

2. Open the options.

3. Adjust the activity.

When you start the timer on a task, the activity from the task is used. Otherwise, the activity you last used when tracking time is pre-selected.

FAQ

What are Activities?

Activities are a fixed set of values that you assign to tasks and time entries to classify the type of work being done.

Are Activities Required Fields?

Yes. Activity is a required field for time entries and tasks and must always be specified.

Why Should I Use Activities?

Activities help you classify your work. This is useful, for example, if you want to bill different hourly rates for different activities.

What Happens When I Delete an Activity?

When deleting, you must select a different activity. This activity will then receive all the time entries and tasks that previously had the deleted activity.

Which Activity is Pre-selected for New Tasks or Time Entries?

When creating new tasks and time entries, the activity you used most recently is always pre-selected.