Create a new activity type

In Recordbase, go to Settings and under Master data select Activity Types

Select the New button, and you will be given a screen to fill out all of the details for your new activity type.

Select the teams that will use this activity type.

Note: If these teams use activity templates, you will need to modify these to include the new activity type. Activities using the general template will have them available for selection.

Adding activity types requires team management permissions.