An activity type determines what kind of activity you are creating. There are several activity types available in the stock version of Method:

  • Email Incoming: Log a received email.
  • Email Incoming & Outgoing: An email has been received and responded to.
  • Email Outgoing: Log a sent email.
  • Meeting: Log a meeting.
  • Other: This is a generic option meant to cover what the other types don't. You may find creating your own activity type more useful.
  • Phone Call Incoming: Log a received call.
  • Phone Call Outgoing: Log a placed call.
  • To-do: This can refer to many possible activities; commonly used for internal tasks not related to a specific contact.
  • Web Comment: When comments are introduced to your cases through a customer portal, or via a web-to-lead submission, they are called "Web Comments".

But the whole point of Method is to tailor your CRM experience to your business practices, so we’ve included an option to create a new activity type.

The following steps will show you how to create and edit activity types.

Note: The add and edit screens are laid out the same way, so we will go through how to create a new type. You can edit an existing type by clicking on it and changing the information in the fields. It's a Method best practice not to edit stock options, but you can create your own very easily!

Creating a Custom Activity Type

1. On your Method dashboard, click the vertical ellipses ( ) on the Activities App, and select Preferences.

2. In the Default Activity Type dropdown, click Add / Edit List

3. From here, you can choose to edit an existing activity type or create a new one. Click New Activity Type.

4. On the New/Edit Activity Type screen, you will see the following fields:

Note: Method best practice says you should choose a unique name that
reflects the kind of activity you’ll be applying it to (e.g. Out-of-office meeting).

  • Activity Type*: Choose a unique name to reflect the type of activity.
  • Activity category: this will influence how your Activity Type List is filtered.
  • Description: This is useful if the type name is not descriptive.
  • Show on Calendar?: The activity type is visible on your calendar.
  • Cause Reminder?: An email reminder will be sent to the assigned user 15 minutes before the activity is due.
  • App specific?: This type pertains only to certain apps.
  • Auto Create Follow Up?: This automatically creates a follow-up activity when this type is used. Clicking this option displays default options for this follow-up:
  • Assigned To: Assign to a Method user.
  • Activity Type: Identify follow-up type.
  • Days Later: Days before follow-up should take place.
  • Activity Status: Default status of follow-up. 
  • Activity Priority: Default priority of follow-up.

8. When you're all done, click Save

Did this answer your question?