# Create and Manage Custom Activity Types in ATZ CRM

> Create, update, delete, set default, and use custom activity types in ATZ CRM to categorize interviews, calls, follow-ups, meetings, and other activities.

Source: https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-types/

Activity Ops

# Create and Manage Custom Activity Types in ATZ CRM

Create, update, delete, set default, and use custom activity types in ATZ CRM to categorize interviews, calls, follow-ups, meetings, and other activities.

Help Articles

Search help articles

No articles found.

Quick Answer

To create a custom activity type, open Settings > Activity Type Customization, click Add New Activity Type, enter a name, optionally set it as default, and save. You can later edit, delete non-default types, and select custom types when creating activities.

Custom activity types let your team categorize tasks, meetings, events, calls, interviews, and follow-ups in a way that matches your workflow.

## Quick Answer

Open **Settings > Activity Type Customization**, click **Add New Activity Type**, name the type, optionally set it as default, and save.

## Create a Custom Activity Type

Open **Activity Type Customization** from settings.

Click **Add New Activity Type**.

Enter a name, such as **Custom Interview** or **Follow-up Call**, then save.

You can also set the activity type as default.

## Update a Custom Activity Type

Return to Activity Type Customization, locate the type, click **Edit**, update the name, and save changes.

## Delete a Custom Activity Type

Find the activity type in the list and click **Delete**.

The default selected activity type cannot be deleted.

Deleting a custom activity type removes it from the list and prevents future assignment to activities.

## Use Custom Activity Types

When creating an activity, open the **Activity Type** dropdown and select your custom type.

Fill in the activity details and save.

## Troubleshooting

### Delete Is Not Available

The activity type may be the default type. Set another type as default first if supported.

### Type Does Not Appear

Confirm the type was saved and refresh the activity creation form.

### Too Many Activity Types Exist

Review unused types and remove non-default types that no longer support your workflow.

## FAQs

### Can custom activity types improve reporting?

Yes. Consistent types make activities easier to filter and interpret.

### Can I rename a custom type?

Yes. Use the Edit action from Activity Type Customization.

### Can every user create activity types?

Access depends on role permissions and settings access.

## Related guides

[Add or Edit Activities](https://atzcrm.com/help/email-and-calendar/activity-ops/add-edit-activities/) [Custom Activity Templates](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-templates/) [Custom Note Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-note-types/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

On this page