Activity lists
Activity lists control which activities employees see when registering time, and how those activities behave for them. Use lists to give different groups of people a tailored, relevant set of activities instead of the full catalogue.
Overview
A list grants a set of activities to a scope — everyone in the workspace, a team, a role, a project, or a single employee. For each activity in the list you can fine-tune how it appears, and (for personal lists) even hide activities a broader list would otherwise show.
Lists are especially relevant for activities that have Require access list turned on: those activities are only available to employees who receive them through a non-personal list.
Scopes
| Scope | Applies to |
|---|---|
| Workspace | Everyone in the workspace |
| Unit | Members of a team — optionally including its sub-units |
| Role | Everyone with a given role |
| Project | People working on a project |
| Employee | A single employee |
Manage activity lists
Configure a list
Basic information
- Name and Description
- Scope — choosing a scope reveals the matching field: pick the unit (with an Include sub-units option), role, project, or employee the list applies to
Activities
Search for an activity and add it to the list. Each entry can be expanded to set its flags:
| Flag | Effect |
|---|---|
| Selected | The activity is shown to the employee |
| Mandatory | The activity is always present and can’t be removed |
| Favorite | Highlighted for quick access |
| Default | Pre-selected when registering time |
| Excluded | (employee lists only) Hides an activity that a broader list would otherwise show |
If an activity requires a project or dimensions, you can pin specific values for this list directly on the entry, so employees don’t have to choose them each time.