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Activity Groups

Summary | Guide | Adding a New Activity Group | Editing an Activity Group | Deactivating an Activity Group | Adding Activities to an Activity Group | Adding a Single Activity to a Group | Bulk Adding Activities to Groups | Related Articles

Summary

Activity groups can help you organise and group your activities. When you create a new job you can use the activity group to limit the selectable activities. This makes job creation quick and efficient and allows you to easily partition your activities based on different types of work.

Guide

Adding a New Activity Group

In order to group activities, you will first need to set up the different groups you want to use. To do this:

  • Navigate to the admin menu and select "Activity Groups" under the "Activities" menu

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  • Click on the + icon in the top left to bring up the group creation screen

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  • Give the group a name and use the Available on Mobile switch to toggle whether or not activities in this group will be available from the mobile application. Click Create when done to save your changes

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Editing an Activity Group

You can edit an activity group at any time to change its name or availability on mobile. To do this:

  • Navigate to the admin menu and select "Activity Groups" under the "Activities" menu

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  • Search for the group you wish to edit and click on it to bring up the edit screen

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  • Update the name, or toggle the Available on Mobile switch to fit your needs. Click Update to save your changes or Cancel to cancel the change

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Deactivating an Activity Group

If an activity group is no longer needed, it is possible to deactivate it. This will

Note: Deactivating an activity group does not deactivate the activities within the group

  • Navigate to the admin menu and select "Activity Groups" under the "Activities" menu

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  • Search for the group you wish to edit and click on it to bring up the edit screen

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  • Toggle the Active switch to the OFF position to deactivate the group. Click Update to save your changes or Cancel to cancel the change

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Adding Activities to an Activity Group

Once you have created a group, you can start assigning activities to it.

Note: An activity can belong to multiple groups

Adding a Single Activity to a Group

  • Navigate to the admin menu and select "Activities" under the "Activities" menu

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  • Select the activity in question to bring up the edit screen

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  • Click on the edit icon in the top left of the screen to enter edit mode. Add your Group to the Group box and click Update to save your changes or Cancel to cancel the change

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Bulk Adding Activities to Groups

  • Navigate to the admin menu and select "Activities" under the "Activities" menu

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  • Select the activities you wish to edit by ticking the boxes next to their name in the list

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  • Click on the edit icon in the top left of the screen to enter bulk edit mode. Add your Group to the Group box and click Update to save your changes or Cancel to cancel the change

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Related Articles

Creating a New Activity

Cost Groups

Services

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