Within the Case Type configuration page there is a tab called Activity Types which is where you specify the different Activities can can be added to this particular workflow process.

By default, in the tab CiviPlus includes a set of default "standard" Activity Types automatically added to the Case Type, but you can also add others from the set of Activity Types already configured in your CiviPlus system, and even create new Activity Types directly from this tab, or navigate to Administer -> Customise data and Screens -> Activity Types to add them from there.

Each Activity Type shown in the tab has a number of options associated with it:

᛭ - This allows you to drag the Activity Type up and down the list, which determines the order that it appears in the drop down list when deciding what activity you want to create.

Max Instances - You can restrict the number any particular Activity Type using this option. For example, the "Open Case" Activity Type (which is automatically created when a new Case is started) is set to "1", because you can obviously only create a new case one time. There may be other "one off" activities that you want to set to "1", or provide some other limit.

🗑️ - Click the trash can to remove an Activity Type from the list.

Currently our example Case Type has the "default" Activity Types enabled for it.

We could click ᛭ Add Activity Type and choose one of the Activity Types already set up from the drop down list, but in this case we will create a new Activity Type called "Client Assessment". When we enter this text into the pick list box no existing Case Type of this name is shown, but by clicking the Client Assessment (new) button we can create it.

The New Activity Type Option page is shown, which allows us to specify certain characteristics of this new Activity Type.

Firstly, add a Label which is simply the name by which this Activity Type will be know. In this example we will call it "Client Assessment".

Next we enter a brief Description followed by one or more Activity Categories. These are really just labels to describe what kind(s) of Activity it is. They are mainly for classification and planning since they don’t enforce strict rules about how activities behave, but they help structure the workflow, are visible in timelines/sequences (see article here) and can make reporting easier.

In this example we will choose "Milestone" since the completion of a "Client Assessment" marks a significant point in the workflow.

The Order field determines whereabouts in the drop down list of Activity Types this one will appear when presented to the user to pick - the lower the value the higher up the list i will be placed. As there are only going to be 6 Activity Types available for this Case Type we can leave the default value as is, if the list was longer we might want to change the value so that it appears higher up.

For this new Activity Type we will chose an Icon that appears on various screens, and lastly we will set the Component field "Case Only" since we will never assess a client outside of the context of a Client Support case.

Once we check the Enabled? flag and Save the new Activity Type it will be added to the Case Type.

You can continue to and remove existing Activity Types to the Case Type, or add new ones as described above.

Once you have included all the Activity Types you need you can move on to other parts of the Case Type configuration.