Managing & Consolidating Activities
Manage, organize, and consolidate your activities over time
Why Activity Management Matters
Finding Activities
List All Activities
# View all activities
zw activity list
# View in hierarchical format
zw activity list --style hierarchical
# View as flat list (default)
zw activity list --style flatSearch for Activities
See Recently Used
Consolidating Activities
Basic Rename
Merging Multiple Activities
Using Activity Keys
Important: Quoting Activity Names
What Happens During Consolidation
Common Consolidation Scenarios
Scenario 1: Fixing Typos
Scenario 2: Handling Agency Constraints
Scenario 3: Consolidating Duplicates
Scenario 4: Cleaning Up Old Clients
Before & After: A Real Example
Tips & Best Practices
Plan Before Consolidating
Check Entry Counts First
Consolidate in Batches
Keep Hierarchies Consistent
Use Codes for Broad Categories
Troubleshooting
"Activity Not Found"
Forgot to Quote the Name
Want to Undo a Merge
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