Create / Edit an Activity Type

How to edit existing and create new custom activity types

Updated over a week ago

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. Expand the Default Activity Type dropdown and then click Add / Edit List

  3. 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:

    • 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 (if they have reminders enabled).

    • App specific?: When checked, the created activity type will NOT be seen or used in the Activities app or calendar.

    • Auto Create Follow Up?: This automatically creates a follow-up activity when this type is used. Clicking this option displays the below 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.

  5. When you're all done, click Save

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