Summary
Trail’s Activities help you stay on top of daily tasks, client follow-ups, reviews, and compliance work. Activities can be linked to Profiles and Opportunities, giving you full visibility of what needs to be done and when.
Because every advice business operates differently, Trail allows you to customise Activity Types so they reflect your workflow—not a generic one.
With Activity Type settings, you can:
Create new Activity Types
Rename existing Activity Types
Delete Activity Types you no longer use
Reorder Activity Types
Change an Activity Type’s category
Add checklists to standardise tasks
📍 All of this is managed under Activity Types settings.
What Are Activity Types?
Activity Types are templates that define how an activity behaves in Trail.
They determine:
The activity name
The category (Call, Email, Task, etc.)
The icon shown
Any default description
Any checklist items (subtasks)
Every time you create an Activity using a type, Trail applies that template automatically.
Default Activity Categories in Trail
When creating or editing Activity Types, you must choose one of Trail’s default categories:
Call
Email
Task
Meeting
Review
⚠️ These categories cannot be changed or added to—only Activity Types within them.
How to Manage Activity Types
From the Activity Types settings page, you can:
➕ Add a new Activity Type (green button at the top)
✏️ Rename an Activity Type (click the name and type over it)
🗑 Delete an Activity Type (three-dot menu on the right)
🔀 Reorder Activity Types (drag using the three-line handle)
🔽 Change Category (click the dropdown arrow)
How to Create a New Activity Type (Step-by-Step)
Step 1: Open Activity Types Settings
Go to Settings
Navigate to Activity Types
Step 2: Add a New Activity Type
Click the green Add Activity Type button at the top
A new Activity Type template will appear
Step 3: Set the Activity Details
In the new Activity Type:
Choose an Icon
Select a Category (from the default list)
Enter a Name
👉 This name will appear whenever this Activity Type is used
Step 4: Add a Description (Optional but Recommended)
Enter text in the Description field
This description will automatically appear on every Activity created using this type
💡 Best for instructions like:
“Call client to discuss upcoming policy review.”
Step 5: Add a Checklist (Optional but Powerful)
Click the Checklist tab
Add subtasks (e.g.):
Review client file
Prepare talking points
Update notes after call
These checklist items will appear on every Activity created from this template and can be ticked off individually.
Step 6: Save the Activity Type
Click Save
Your new Activity Type is now ready to use 🎉
Best Practice Tips💡
Use clear, action-based names (e.g. Policy Anniversary Review Call)
Add checklists for repeatable processes
Avoid deleting Activity Types that are already heavily used
Reorder Activity Types so your most common ones appear first
Align Activity Types with your Automations for maximum efficiency