An activity status identifies how far along the activity has progressed.
There are several activity statuses available in the stock version of Method:CRM:
- Not Started: Not yet started.
- Cancelled: Cancelled, but is still saved in Method:CRM.
- Completed: Completed, is still saved in Method:CRM, but will no longer appear in Due Now lists.
- Deferred: Not considered complete, but has been put on hold.
- In progress: An activity that is ongoing.
- Waiting on someone else: Waiting on another user, client, or someone else connected to the activity.
But the whole point of Method:CRM is to tailor your CRM experience to your business practices, so we’ve included an option to create a new activity status.
The following steps will show you how to create and edit activity statuses.
Note: The add and edit screens are laid out the same way, so we will go through how to add a new status. You can edit an existing status by clicking on it and changing the information in the fields. It's a Method:CRM best practice not to edit stock options, but you can create your own very easily!
Creating a Custom Activity Type
1. On your Method:CRM dashboard, click the vertical ellipses ( ⋮ ) on the Activities App, and select Preferences.
2. Under Default Activity Status, open the dropdown and click Add / Edit List.
3. From here, you can choose to edit an existing activity status or create a new one. Click ⊕ New Activity Status.
4. On the New / Edit Activity Status screen, you will see the following fields:
- Activity Status*: Select a unique name that best describes the status.
- Status Type*: this affects what appears in your “due” list. Only activities marked pending will appear in these lists.
- Status Color: this is the color of your activity as it appears on the calendar.
- Cause reminder?: Applying this status means an email reminder will be sent to the assigned user about 15 minutes before the activity is due.
8. When you’re all done, click Save. This activity status is now available throughout Method:CRM.