Activity types
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
The activity types are used to categorize activities. New activity types can be entered in settings > projects > activity types.
The types can be assigned to the activities:
The activities in the activity lists can be filtered by activity type:
The activity types can also be used to filter the activities accordingly and, for example, show them in separate folders.
In the example above, wrapper link types are created (line Expert only) for the desired Activity Types
. The wrapper link type for the Documents folder (activities with type Dokument
) looks, for example, as follows:
It can also be filtered or searched in SQL folders:
For the example above, see the article Sql expressions for sql folders .