Activity View: Visually Group Sub-Activities

For agencies that use the Activity View, you can visually group activities and sub-activities for better organization.

When sub-activities are created, they will appear indented beneath their parent activity, making the hierarchy clearer. Here’s how to set it up:

1. Go to Menu > Organization Setup > Activities.
2. Create sub-groups by clicking the + icon and entering the list of sub-activities.
3. Click the hierarchy button to finalize the structure.

Parent activities will display with their sub-activities underneath, while activities without sub-activities will retain the normal background.