Hiding a Case Activity

A hidden activity is usually created with merging templates or creating forms. However, you might want to hide an activity that's not needed to be seen by the users of the firm. 


Hiding an Activity



  1. Open a Case, then go to the Activities tab.
  2. Click the expand button on the activity you would like to hide. 




  1. Cick Hide in the activity.





Showing a Hidden Activity



You may want to show the activities that you've hidden. Or, there might be activities that are hidden from merging a template. In either situation, you might want to see hidden files. 



  1. From the Activities tab, click the expand button in the right hand corner.
  2. Click Show Hidden





After you show the hidden files, it will be tagged as Hidden, in addition to the rest of the other tags on the activity.





Related Articles:

How do I create a new case activity?

How do I edit a case activity?

How do I set up filtering shortcuts for the Activity tab?