How to Create a New Activity Type

Note: You must be an account administrator to create new activity types.


There are several default activity types available when creating referral source tiers. If you'd like to create custom activity types, you can do that as well. Here's how:


1) Navigate to Activities & Tasks


  1. Navigate to the profile menu
  2. Click Agency settings
  3. Choose Activities & Tasks

2) Customize Your Activity Types


Create a New Activity Type


  1. Under the corresponding activity type section, select + Add (activity type) type
  2. Enter the activity name
  3. Select the profile type you'd like this activity to apply to
  4. Click Create

Archive an Activity Type


  1. To archive an activity type, click the trashcan icon.

  1. Select Yes, Archive

  1. You can view, edit, and restore archived activity types at the bottom of the Activities & Tasks page.

Edit an Existing Activity Type


  1. Click the Pencil icon
  2. Make your edits
  3. Click Save

Have more questions? Feel free to reach out to us at support@seniorplace.com!