Create a new activity type

Adding activity types requires team management permissions. Talk to your Recordbase administrator to add new activity types or contact support@wildbamboo.co.nz to get permission.

�

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.

�