In the Activity Settings area, you define how the Activities module works in your operation: workflows, stages, categories, permissions, triggers, document templates, and much more. To make navigating between these configurations easier, the screen now features a quick access menu instead of the cards that used to be at the top.

Accessing activity settings

Open the main menu, select the Activities module, and click on Settings.

Navigating the Settings menu

Next to Activities, at the top of the screen, the Settings item is displayed with an icon, the screen name, and an arrow indicating it can be expanded. Click on it to open the menu with all available options, organized into four groups:

Workflow

• Operational workflows

• Stages

• Activity type categories

• Activity types

Restrictions

• Assignee registration permissions

• Access profile permissions

Resources

• Document generator

• Activity triggers

• Activity templates

Extra settings

• Activity priorities

• Link types

• Approval types

• Time type

When you select an option, the menu closes automatically and you are redirected to the chosen screen — the behavior of each setting remains the same as before.

Note: The cards that were previously at the top of the Settings screen no longer exist. All options remain available, now gathered in this menu, in the same order.

Activity type settings

By opening a specific activity type under Activities > Settings > Activity types, you access the Activity type settings screen, where automations, fields, sub-activities, and other configurations of this type are concentrated.

Navigating the chips

Just below the activity type header (name, icon, color, and description) are the navigation chips. Each chip represents a setting; when you select it, the corresponding content is loaded and displayed on the same screen, without redirecting to another page.

Main chips displayed:

• Automations (Triggers and actions)

• Activity fields

• Sub-activities

• Associated activities

Upon entering the screen, the configuration opened by default is Automations (Triggers and actions). Only one chip is selected at a time, and the active chip is visually highlighted.

Context menu (more options)

The remaining activity type settings, previously displayed as cards, are now gathered in the context menu, opened by the three-dot icon ("...") next to the chips:

• Alerts for assignees (roles)

• Approvals

• Document template association

• Stage diagram

• Data display in activity

• Tools

• Forms

• Import layout

• Title suggestion

• WhatsApp templates

When selecting an item from the menu, the corresponding content is displayed in the same way as when selecting a chip, directly below the header.

Quick actions: Alerts and Edit

Next to the name of the activity type, two buttons offer quick access to the most used settings: the bell icon (Alerts) and the pencil icon (Edit).

Alerts and progress of the activity

Click on the bell icon to open the Activity alerts and progress modal. In it, you configure:

• Creation and due date change alerts for creator, observer, and assignee, with the lead time defined in days before the due date.

• Automatic progress, which places the activity in progress (or completes it) when an associated activity — which blocks, causes, duplicates, is blocked by, is caused by, is duplicated by, or relates to it — is completed or placed in progress.

Edit activity type

Click on the pencil icon to open the activity type editing modal, featuring:

• Activity type details: name, category, and description.

• Appearance: icon, color, and preview of how the activity type appears on the platform.

• General settings: initial stage, show in planning, automatic cancellation, and status change.

• Fixed fields settings: quick access to the Field Association screen.

Tip: Changes made in the Alerts and Edit modals are saved using the Save button, without needing to leave the settings screen.