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
Once you’ve created an activity, it should be associated to tasks because:
You can make sure members use the correct activity when tracking time
You can produce useful Analytics reports, timesheet export analysis, or Dashboards to include Activity data for remaining (future) work.
To set the Default Activity on a 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.