How to Create Activity Subjects for Tasks and Activities

This lesson will show you how to set up your Client Activity Subjects for use with Tasks and Log an Activity functions


Click on Administration

Client Administration

Scroll down to Client Administration and click on the Client Activity Subjects link

Adding your Subject

Adding your Subject

1. Type in the text of your activity subject

2. Click Add Subject

Edit/Delete Existing Subjects

Edit/Delete Existing Subjects

Add as many subjects as you would like and you can use the Pencil icon to edit the text for subjects or use the Red X to delete a subject

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