1. Click on Settings located in the lower-left corner.
2. Select the Activities tab.

Task & Event Types

• Call
• Appointment
• To-do
• Product Demo
• Promotional Event
• Personal Time Off

• In the Activities tab within Account Settings, select Types.
  • Add new: Click the "+ Add Event Type" button.
  • To Edit: Use the pencil icon to rename or update a type.
  • Delete: Click the trash can icon to remove.
  • Reorder: Drag and drop using the six vertical dots.
  • The top-listed type becomes the default when you create a new task or event.

Priorities

• You may add, edit, and/or delete existing Priorities.
• Assign a priority (such as High, Medium, or Low) to every task.
• Use priorities to sort or filter your task list.
• Change priority at any time by editing the task.

To-do Templates

• Go to the To-do Templates tab.
• Create: Click the "Add To-do Template" button.
• Edit: Click the pencil icon.
• Delete: Use the trash can icon.

Building a Template

• Name: Give it something descriptive.
• Default Option: Set as default to auto-apply to new records (only one default per type).
• Template Type: Specify if it’s for deals, people, and/or companies.
• Tasks: Add tasks, assign types, set priorities, define due days.
  • Day 0: Due the same day the template is applied.
  • Day 1: Due the next day, and so on.

Postpone & Duration

• 1 day
• 7 days
• 30 days
• You can add or remove these periods as needed.

• You can also allow users in your account to:
  • Skip weekends when postponing an item
  • Use the calendar to choose a specific date.