Activity groups

Activity groups let you bundle activities (timekeeping codes) so you can control, per matter, which activities are available for use on it. Legalsense always has one default activity group to which all active activities are linked.

Adding an activity group

Go to Settings → Lists → Activity groups to see all active activity groups.

Settings page on the Activity groups list, showing existing activity groups.

Click New activity group to create one.

New activity group button on the Activity groups list page.

1. Enter a name for the activity group.
2. Select Default if you want this activity group added to matters automatically when a new matter is created.
3. Add the desired activities to the group. To select multiple activities at once, hold Ctrl (Command on Mac) while selecting them, then click the right-arrow icon to move them into the group.
4. Click Save.

Editing an activity group

Go to Settings → Lists → Activity groups and click the edit icon next to an existing group to change it.

Edit icon next to an activity group in the Activity groups list.

You can change the group's name or its selected activities here. Changes take effect when you save the activity group.

Applying an activity group to a matter

If your environment has only one active activity group, Legalsense hides the option to link an activity group to a matter, so you don't need to do anything when creating or editing a matter.

If your environment has multiple activity groups, an additional selection field appears when creating or editing a matter, where you can add one or more active activity groups to it.

Activity group selection field on a matter, showing the available activity groups.

Once saved, the activities linked to the selected activity group(s) become available for writing time on that matter.

Note: Selecting an activity group on a matter is mandatory.