Activities

All activities that users can select when submitting time spent on tasks are stored in the Activity (wtm_activity) table.

The following activities are included in the WTM application by default:

WTM activities

• Task
• Meeting / Assembly
• Company event
• Day off
• Training / Exam
• Self-study
• Sick leave
• Vacation

Create new activities

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tip

Role required: wtm_admin or admin.

To create a new activity, complete the following steps:

1. Open the Activity table list at {Instance URL}/list/wtm_activity.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply changes.

Activity form fields

Field	Mandatory	Description
Name	Y	Specify the activity name. It will be displayed as an option in the Activity field when submitting spent time.
Description	N	Add a description for the activity.
Active	N	Clear the checkbox to make the record inactive. An inactive activity cannot be selected when submitting the time spent but remains visible on the existing records of other tables that use this activity.

Activity types

All activity types that users can select when submitting time spent on tasks are stored in the Activity Type (wtm_activity_type) table.

The following activity types are included in the WTM application by default:

WTM activity types

Activity	Available types
Vacation	Paid vacation Unpaid vacation Annual leave Maternity / Paternity leave Extended vacation
Sick leave	With medical certificate Without medical certificate Childcare-related sick leave
Self-study	Mandatory learning Voluntary learning Certification preparation Product knowledge
Training / Exam	Internal training External training Certification exam Trial / assessment System onboarding
Day off	Paid leave Unpaid leave Compensatory day off
Company event	Team building All-hands meeting Corporate holiday
Meetings / Assembly	Team sync Project planning Department assembly Retrospective Customer call

Create new activity type

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tip

Any WTM application user can create a custom activity type.

To create a new activity type, complete the following steps:

1. Navigate to Time Entry Management → Activity Types.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply changes.

tip

You can also create a new activity type when filling out a timecard.

Activity Type form fields

Field	Mandatory	Description
Name	Y	Specify the activity type name. It will be displayed as an option in the Activity type field when submitting spent time.
Activity	Y	Specify the activity the type belongs to. You can select any active record of the Activity table, escept for the out-of-the-box Task record.
Product	N	Specify a product to assign the time entries under this activity type to this product.
Active	N	Clear the checkbox to make the record inactive. An inactive activity type cannot be selected when submitting the time spent, but remains intact in the existing records.
Public	N	Select the checkbox to make this activity type available to all users. If the checkbox is cleared, only the record creator can use this activity type.