Being able to decide which websites and applications are classified as productive and unproductive for users will allow the data to be customized to fit your team's needs. This makes the reports more meaningful and allows for more insight into what can be improved.
ActivTrak offers a crowd-sourced Intelligent Auto-Classification system that will classify a majority of websites and applications that most customers use. This can be really helpful in classifying heavily used websites and applications while saving you time and effort.
Step by Step Guide:
1. To start classifying activities, first, go to the sidebar on the dashboard and click Settings> Classification to get to the Classification page.
2. Right away the Quick Filters will appear in the left-hand box.
Any new site or application that was used and wasn’t auto classified as productive or unproductive. These will need to be categorized to be counted as productive or unproductive. Once the productivity is chosen, the agent will keep this information and will use this to determine the productivity of that app or website in the future.
To classify these activities, simply click on the productive or unproductive button below the activity in the right-hand box.
Any new site or application that was used that wasn’t auto classified and placed into one of the existing categories. Categories are used to further organize the data to see where time is being spent. It is also great to use when assigning certain activities as productive for only select groups.
To place the activity in a specific category, use the drop-down menu below the activity in the right-hand box. From there choose the category and the agent will start to automatically assign this activity to the category chosen.
NOTE: There is an Ignore category that can be selected if there are certain activities that need to be excluded in the productivity reports.
|Auto-Classified||Shows all of the activities the agent automatically classified based on crowdsourcing information. These classifications can always be changed to better fit the team's needs.|
|Group classified||Shows all of the activities that are classified based on groups. For example, Facebook would be considered a productive activity for the marketing team but unproductive for the engineering team.|
|All Activities||Provides a complete list of websites and apps that have been accessed.|
NOTE: Activities can be left in the pending filters but they will show as undefined time in user reports.
3. Below the Quick Filters will be Categories.
- The name of the existing categories can always be changed by hovering over the name of the category and clicking on the small pencil that appears next to it. Changing the name of a pre-existing category will not affect auto classifying.
- There is also the ability to create new categories by clicking on the “New Category” button on the right-hand side
For our Advanced Plan Users:
For our advanced plan users, we have the Bulk Classification feature. This will allow an admin to place similar activities all in the same category with minimal effort. To do this simply click on the checkboxes next to the activities on the right-hand box, there is the option to click all or select only a few. Once selecting the activities, select a category from the drop-down menu at the top and then choose either productive or unproductive.
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