If you have activated Activity Reporting in Advanced mode, to enter a summary of the activities of a day you must first:
Create a project
To create a project, go to Company > Organization > Projects.
Enter a project name.
Enter a code (optional).
Enter the name of the customer
If customers s have already been entered previously, you can choose one from the drop-down menu.
Click Create Project.
💡 Click Customer to quickly filter projects based on specific clients.
Create an activity
Now you can create one or more activities to assign to your projects.
Go to Company > Settings > Activities carried out.
Click Add New.
Enter a name and code for the activity.
In the Enabled Team section, click Select and choose which Teams will be able to use the activity you are creating to report a day.
Click Create Activity.
Now you can use daily activity reporting! Read here about how to enter activities to report working days.