Task and event types classify each item on your agenda — Call, Appointment, Product Demo and so on — so your team can filter and report on the work they do.
Before you start: Account Admin permissions required. Changes apply to everyone in your account.
Manage Your Type
- In the lower-left corner, click Settings.
- Click the Activities tab.
- Click Types.
- Make your changes:
- Add a type: Click \+ Add Event Type and enter a name.
- Rename a type: Click the pencil icon next to it.
- Delete a type: Click the trash can icon next to it.
- Reorder types: Drag a type by the six vertical dots.
The type at the top of the list is the default for every new task or event. Drag your most-used type to the top.
Choose Types That Help Reporting
Pipeline CRM ships with common types such as Call, Appointment and To-do. Add types for the work your team actually tracks — for example Product Demo, Promotional Event or Personal Time Off — so reports show where time goes.
Other Activity Settings
The Activities tab has more settings, each covered in its own article:
- Categories — Manage Activity Categories
- Priorities — Set Up Task and Event Priorities
- To-do Templates — Create and Apply To-do Templates
- Postpone & Duration — Set Postpone and Duration Options
Need help? Contact support at customercare@pipelinecrm.com.