Under "Settings" -> "General" -> "Activity Types", you can enable or disable "Activity Types" settings throughout Timetracker, enable or disable the ability of all users to change the "Activity Types" for all other users in "Times Explorer", add, edit or delete "Activity Types", and set the default activity type to be used throughout 7pace Timetracker. Activity Types allow you to categorize every time record by an activity type (such as "Development", "Testing", "Design", "Documentation", etc.).
How to enable activity types
This is what you will see when you expand the "Activity Types" section, before "Activity Types" is enabled:
When you click on the "Enable 'Activity Type' feature" checkbox, any previously-added "Activity Types" will populate, along with the "All users can change 'Activity Type' for everyone in Times Explorer" checkbox, the ability to add, edit, delete activity types, as well as set the default activity type:
How to set the system default activity type
The "System Default" is only used if a regular user hasn't set their "Favorite" activity type in their own "Activity Type" settings. As an admin, you can set your personal "My Favorite" activity type to be your personal default selection throughout Timetracker, and team members can do the same on their own "Activity Types" settings (see below).
Team members without admin access will see the following on their "Configuration" tab page for "Activity Types" ("System Default" column will be grayed out):
As an admin, clicking the "System Default" checkbox makes that activity type the default choice throughout Timetracker for your users, until/unless they choose a "Favorite" activity type in their own "Activity Type" settings:
Click "Save" to maintain your desired setting.
How to allow users to change the activity type for your entire team
By default, you can edit all time tracks added by you, but you cannot edit time that was added by other users, unless under "Settings" -> "Rules" you select a user role that can edit time for others. With "All users can change 'Activity Type' for everyone in Times Explorer" enabled, the system allows all users to change the "Activity Type" for time records they normally couldn't (only on the "Times Explorer" page).
How to add a new activity type
Clicking on the "Add Activity Type" button displays the "Adding/Changing Activity Type" dialog box.
Here, you can "Enter an Activity Type name" in the corresponding field:
Clicking in the "Color" field allows you to add a color to your new activity type from the resulting spectrum:
How to edit or delete an activity type
Hovering over an activity type row with your mouse displays the "edit" or "delete" icon options:
Clicking on the pencil "edit" icon displays the "Adding/Changing Activity Type" dialog box, with the existing fields already populated:
You can edit the existing activity type by changing its name and/or color. Clicking in the "Color" field allows you to edit the current color to a different one in the spectrum:
Click "Save" to maintain your changes or "Cancel" to disregard.
In the "Edit" column, when you click on the "x" delete icon, the following dialog box displays:
If there are time records assigned to this activity type, you can choose to assign a new activity type to them before deletion or select [Not Set]. You can then continue to delete the activity type or select the "Cancel" button to stop the deletion process.
Activity types within 7pace Timetracker's UI
With "Activity Type" enabled in "Settings", the "Activity Type" dropdown selection list displays on the "Add Time" dialog box when you add time on the "Monthly", "Timesheet", and "Times Explorer" pages, and within the work item "Time" tab's "Add Time" feature.
With "Activity Type" enabled in "Settings", the "Activity Type" dropdown selection list displays on the "Add Time" dialog box when you add time on the "Monthly", "Timesheet", and "Times Explorer" pages, and within the work item "Time" tab's "Add Time" feature:
"Activity Type" will also display as a selection on the "Timesheet" page's "Add Time" list editor dialog box:
With this feature enabled, the "Monthly" page displays the corresponding "Activity Type" colors on each calendar day/square, and an "Activity Type" column is added in the time details panel when you click on a day/square:
On the "Times Explorer" page, you can select single or multiple time tracks and assign an activity type to them by clicking on the "Change Activity Type" button. The "Activity Type" column will display the various activity types added to each time track if the user chooses to select this option:
You can also click on a time track within the "Activity Type" column and change the activity type there as well:
With "Activity Types" enabled, the work item form's "Time" tab now reflects the "Activity Types" categorized for each work item:
The Timetracker Web Client also features an "Activity Type" dropdown:
The Timetracker Windows Client has an "Activity Types" dropdown as well: