Removing and Editing Categories for Activities

Categories are used to group and segment your various activities. The Activities Builder comes installed with previously created and standardized categories created by TargetSolutions. However, these categories can easily be removed or modified.

Here’s how it works:

1. In the Activities Builder, locate the Categories section on the right side and click the category you wish to alter or delete.

2. Once within the Category, select the gear icon located to the right of the category name.

3. From here you can either updated the name and save or select the delete option to remove the category completely.

Please see the following links for more information about Activities Builder:

Creating Categories for Activities

Activities Builder Overview 

Assigning Activities

Reportable Components

Self Assigning Activities

Validating Completions 

Recording Completions

Delete Completions 

Modifying Activities

Creating New Activities