How to Customize Activity Types

Note: Only Administrator users have the ability to customize activity types.



Every placement agency uses unique terminology when it comes to processes and profile activities. That's why we've given you the ability to create, archive, and edit your activity types. You can customize activity types by taking these steps:


1) Navigate to Activities & Tasks in Agency Settings

  1. Navigate to the profile menu
  2. Click Agency settings
  3. Choose Activities & Tasks

2) Customize your Task Types


Create a New Activity Type

  1. Under the corresponding activity type section, select + Add (activity type) type
  2. Enter the activity name
  3. Click Create

Archive an Activity Type

  1. To archive an active activity type, click the trashcan icon. Archived activity types will no longer appear in the Tasks Module.

  1. Select Yes, Archive

  1. You can view, edit, and restore archived activity types at the bottom of the Activities & Tasks page.

Edit an Existing Activity Type

  1. Click the Pencil icon
  2. Enter the new name
  3. Click Save

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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