Introduction to Productivity Profiles
The Productivity Profiles screen lets you create and manage productivity categories (e.g., Productive, Unproductive, or custom categories) and then create classification rules for applications and websites based on those categories. The screen comes with two tabs: Profiles and Categories.
Profiles
The Profiles screen lets you create rules to classify applications and websites as Productive, Unproductive, or a custom category. You can assign these profiles to individual employees, groups, or entire departments. The profiles determine how productivity metrics, such as Productive Time and Unproductive Time, are measured and reported on dashboards and reports.
1. Click the New Profile button to create a new productivity profile.
2. You can click a parent profile’s row’s Right Arrow 
icon to expand it to view its child profiles. Click the Down Arrow 
icon to collapse it.
3. Click the Three Dots 
in front of a profile to access its Context Menu:
Select Edit Profile to edit a profile. You can also edit a profile by clicking on its name. Editing a profile is similar to creating a new profile.
Select Create Child Profile to create a child profile under the selected parent profile. Creating a child profile is similar to creating a new profile.
Select Remove Profile to delete the profile.
4. To update older records with the updated classifications, click the Update Past Classifications button. The last update date and time are displayed directly under the button.
The system includes Default profile. This is the main parent profile, and all other profiles are a part of it. You cannot edit this profile.
Parent vs Child Profiles and Inherited vs Owned Rules
In the Profiles screen, you'll see a tree view displaying all parent and child profiles. A child profile inherits all classification rules from its parent profile but can also ‘own’ its unique rules. This hierarchy and the ability to inherit and own rules saves you time by preventing the need to duplicate or manually re-enter rules for multiple profiles.
Creating a New Productivity Profile
Click the New Profile button near the top-right corner of the Productivity > Profiles screen. A pop-up window will open:
1. Give the profile a name.
2. Select a parent profile.
3. Click the Submit button. The Edit productivity profile screen will open:
4. You can change the profile Name.
5. Select the employees/departments the profile will be Assigned To. If you select none, “Nobody” will be assigned.
6. Click the Add New Rule button to add a new rule.
7. Click the Three Dots in front of a rule to access its Context Menu:
Select Edit to edit a rule.
Select Remove to create a child profile under the selected parent profile.
8. Rules inherited from a parent profile are shown in a lighter color and cannot be edited. Their Context Menu shows only one option, Rule inherited from <parent profile name>. Select this option to go to the rule’s parent profile.
9. Click the Apply changes button to save the profile.
You can also apply the Productivity Profiles to classify apps and websites from several dashboards, like the Applications & Websites, Keystrokes, etc. Check out the Classifying Applications and Websites as Productive/Unproductive section to learn more.
Adding a New Productivity Rule
1. From a productivity profile, click the Add New Rule button. The Create Rule Object panel will open on the right side of the screen:
2. Select a Rule Object Type. You can choose from these types: Activity, Regexp, and Category.
3. In the Rule Object Value field, enter a value based on the Rule Object Type you selected. For Activity type, you can enter an app or website, such as “reddit.com”, “word.exe”, etc. Regexp type will match with a regular expression*. For example, “.*\.outlook\.com”. For Category type, you can select from a predefined list of website categories. For example: “Entertainment”, “Advertisement”, etc.
4. For Category, select from a list of available categories (see the Categories section below to learn how to create or edit categories).
5. Click Submit when done.
Editing a Productivity Rule
Editing a productivity rule is slightly different than creating a new rule. It allows you to not only edit a single productivity rule, but also assign multiple rule objects and categories to multiple productivity profiles at the same time, like batch editing. This is a quicker way to edit multiple rules or assign categories to rule objects.
1. Open a productivity profile, then click the Three Dots in front of a rule to access its Context Menu. Select Edit. The Edit Rule Object panel will open on the right side of the screen:
2. In the first field, select rule objects (e.g., applications, domains, URLs, etc.). Note that you can select rule objects from the current profile only (no objects from the parent or child profiles).
3. The first set of options shows the original Productivity Profile and its Category. You cannot change the profile here, but you can change the category (see the Categories section below to learn how to create or edit categories).
4. To add another profile, click the Add Productivity Profile button, then select a Productivity Profile and a Category. Any selected rule objects (from Step 2 above) that don't exist in this profile will be added to the profile automatically and assigned the category you choose. If the rule objects already exist in the profile, they will be updated with your new category selection.
In the above example in the screenshot, if the “Social Media” profile previously didn’t have “facebook.com” or “*\.outlook\” rule objects before, they will be added to the profile. But if the profile already had any of these rule objects, but had different categories assigned to them, they will now be assigned the “Productive” category.
You can add as many profiles as you need by clicking the Add Productivity Profile button.
5. Click the Submit button to save the changes.
Categories
The Categories screen allows you to create custom productivity categories. These categories can then be used with the Productivity Profiles to classify websites and applications.
1. Click the New category button to create a new productivity category.
2. Click the Three Dots in front of a category to access its Context Menu:
Select Edit Category to edit a category. Editing a category is similar to creating a new category.
Select Archive Category to archive (delete) a category.
3. Click on the Checkbox 
in front of a category to select one or more categories. When you select categories, you will see a new button on top, Archive Category. Click that button to archive multiple categories together.
4. Some categories, such as Productive, Unproductive, Unclassified, etc., are built in. You cannot edit or archive these categories.
Creating a New Productivity Category
Click the New Category button near the top-right corner of the Productivity > Categories screen. A pop-up window will open:
1. Give the category a name.
2. The category will be assigned a default color. However, you can enter a hexadecimal value in the color field. Clicking on the field will also open a color picker:
a. Click or drag the circle on the color spectrum at the bottom to select a hue.
b. Click or drag on the saturation circle to select the color.
3. Click the Apply Category button to save the category.