Customizing Activity Codes and Task Codes

Clarra’s Timekeeping feature utilizes Activity Codes and Task Codes to better organize your experience. Similar to Event Codes, Activity and Task Codes provide you with instant insight into the activity and task that substantiate a logged timeslip without having to read the timeslip’s description. At a glance, you know the general purpose of the activity work was done for, and the specific task accomplished. 

• Activity Codes are used to describe the specific actions taken and work being done.
• Task Codes are used to classify the activity. These codes are especially helpful for grouping billing records. 

Both sets of codes that are prepopulated in Clarra come from the UTBMS code database. Activity Codes are from the LOC Revised Activity Codes, and Task Codes are from the ABA Litigation Codes. You can easily import codes for other categories from the UTBMS site.

Both Activity and Task Codes help Users organize and retrieve information more effectively, and contribute to a more efficient workflow. You can rename both terms, edit existing Activity and Task Codes, and add custom codes to their respective dropdown menus. 

Let’s learn how we can customize Activity Codes:

To rename the term “Activity Codes” itself:

• Go to the “Timekeeping” page in “Properties”
• Select the three dots on the right of the row labeled “Activity Code”
• Press “Edit”
• Enter your customized term under “Change To”
• Scroll down and press “Save”

To add custom Activity Codes:

• Select “+ Add Option”
• Write the custom code in the “Enter Value” field
• Click the slider to activate the new code
• Scroll to the bottom and press “Save” 

To edit existing Activity Codes:

• Select the code you wish to edit
• Write the new code in its place
• Scroll to the bottom and press “Save”

To delete Activity Codes as well:

• Press the trash can icon to the right of the Activity Code you wish to delete
• Scroll down and press “Save”

You can make the same changes to Task Codes as well:

To rename the term “Task Codes”:

• Go to the “Timekeeping” page in “Properties”
• Select the three dots on the right of the row labeled “Task Code”
• Press “Edit”
• Enter your customized term under “Change To”
• Scroll down and press “Save”

To add custom Task Codes:

• Select “+ Add Option”
• Write the custom code in the “Enter Value” field
• Click the slider to activate the new code
• Scroll to the bottom and press “Save” 

To edit Task Codes:

• Select the code you wish to edit
• Write the new code in its place
• Scroll to the bottom and press “Save”

To delete Task Codes:

• Press the trash can icon to the right of the Task Code you wish to delete
• Scroll down and press “Save”