Custom activity types let you reflect your organization’s hiring process in Crelate. For ideas, see the Best Practices Guide.

Before you begin

Only administrators can create, edit, or delete custom activity types.
Default activity types, such as Task, cannot be modified or removed. If you log an activity on a record, you can delete that logged activity from the record.
Your subscription level sets how many custom activity types you can create:
- Business: 20 custom activity types
- Business Plus or Enterprise: 30 custom activity types
The top of the Activities screen shows how many you have used, such as “You’ve used 20 of 30 available custom activity-types.” If you need more, consider upgrading your subscription.

Create a custom activity type

Select Settings, and then select Activities under Basic Setup.
Select the green plus sign (Add new Activity type) above the Custom Activity Types list.
Complete the fields that appear below the list:
- Activity Name, Plural Name, Past Tense: What you want to call the activity. These names appear wherever Crelate refers to it.
- Abbreviated: The label shown when the full name does not fit, most often on small and medium candidate tiles on the Search Board.
- Activity Mode: Choose Standard, Calendar Invite, Interview, or Placement. See Selecting Your Activity Mode.
- Icon: Choose the icon and its color. The icon appears on candidate tiles on the Search Board and in Activity Streams.
- Available On: Select Contacts, Companies, or Opportunities for where the activity is available. The Interview mode is available only for Contacts, so the other two are unavailable when you choose it.
- Reach Out: Only activities marked as reach outs update the Last Reach Out Date. Use the drop-down to choose when, if ever, that date updates. See The Value of Utilizing Reach Out and Engagement Dates.
- Engagement: Updates the last engagement date when the activity is completed. Use the drop-down to choose when, if ever, that date updates.
- Client Portal: Choose whether completed activities of this type are shared with your clients on the Client Portal. See Setting Activities to Display on Your Client Portal.
- Attachments: Select Allow attachments on this activity type to let users attach documents to the activity. Without it, users cannot attach documents to this type of activity.
- Default Activity Form: Choose a form to fill in automatically when the activity is created. See Activity Forms.
- Follow-up: Select Allow scheduling a follow-up activity, and then choose the Follow-up activity type. Users can then schedule a follow-up as soon as they complete the first activity. See Creating a Follow-Up Activity.
Select Advanced Settings. A window opens with settings for approval feedback and the Regarding field:
- Enable Approval and Disapproval ratings: Lets users rate the activity with a thumbs up or a thumbs down.
- Approval or disapproval ratings is required: Users must choose a rating.
- Regarding field is required: Users must fill in the Regarding field when they log the activity. See: What is the activity “Regarding” field?
Select OK when you are done.
Select Save at the top of the screen.

General Settings for Activities

Below your activity types, General Settings for Activities has three settings. Each can be turned On or Off.

@ Mentions: Lets users type @ in activity notes to link Contacts, Companies, and Jobs to an activity, or to notify a Crelate user. See Creating relationships using Mentions.
Allow reach-out/engagement on notes: When creating a note, users can choose whether it updates the reach-out and engagement dates.
Ask to make Notes visible on Client Portal: When users complete a note, Crelate asks whether to display it on the Client Portal for your clients to review.

Key takeaway

Administrators create custom activity types under Settings, then Activities, by selecting the green plus sign, naming the activity, choosing an Activity Mode and where it is available, setting the options, and selecting Save. Business plans can have up to 20 custom activity types, and Business Plus and Enterprise plans can have up to 30. Default activity types, such as Task, cannot be modified or removed.