What is Activity Grouping?
Clocktimizer's algorithm picks up activities from the narratives and categorizes these into activities (activity 'buckets'). These buckets are very detailed which is the beauty of the algorithm. With the activity grouping, you can create and rename groups with Clocktimizer identified activities.
Please note that activity groups are best to set up when you get started with Clocktimizer so they can be used for budgeting and matter management. Activity groups can be customized while already in use, but when groups are deleted or merged, this affects existing budgets using that activity group.
How to group activities
Step 1: Go to Admin and under Taxonomy, click on Activity Grouping;
Step 2: Click on Create new grouping;
Step 3: Enter a name for your group and select Public (visible to all users) or Private (visible to you only);
Step 4: In the field 'Filter activities', search for a matter or particular activity to start grouping. You can select one or multiple matters from the dropdown;
Step 5: All the activities tracked in your selected matters are displayed on the right in the section 'Ungrouped';
Step 6: Drag and drop activities in the field on the left. Give each group of activities a name; this can be anything varying from a phase, task or activity;
Step 7: Autosave is enabled by default. You can check if your grouping is saved at the bottom of the page;
Step 8: You can find your grouping in the Drilldown as one of the Partitioning variables, in the Matter Analysis, Budgets and in the Fee Comparison;
Step 9: Drilldown: You can select your activity group and you will see the renamed buckets;
Step 10: Matter Analysis: open the matter analysis and click on Activity at the top of the analysis. Select the Activity Group and the analysis will update accordingly;
Step 11: Budgets: select the activity group for your budget by selecting as either the category or subcategory;
Step 12: Fee Comparison: Create your fee comparison and click on Activity at the top of the page. Select the Activity Grouping and the overview will show you the averages by the activity grouping;