Managing Categories

You can manage your activity categories by selecting Categorize Activities from the Tools menu.

From the Categorize Activities page, you can change the category of an activity or its productivity ranking by hovering over the activity where a paper and pencil icon will appear that will open an editing dialogue to edit the three fields: Category, Productivity Score, and Delete or Ignore options.  

Here you can also categorize your uncategorized activities and reset your custom categorizations to the default.

Any actions you have set up with our integration partners that are logging highlights will show on the Categorize Actions tab.

The Manage Categories tab opens the page where you can view the categories themselves. You can change the productivity level of a category using the editing box to the right of the category name. 

Please note: Categories cannot be edited or removed. If you would like to add a new category to assign to your activities, you can use the Add a new sub-category link within any of the existing categories. 

If you have an activity whose details are not currently being captured, they will appear in the Detail Logging Rules tab. Here you can enable detailed logging for these activities by clicking the Enable Details button.