Task categories are a way to quickly search for and organize tasks. In this article, we’ll go over how to locate task categories and manage them.

Click Management in the top menu.

In the right menu, choose Application Settings and select Task Categories.

The Task Categories page will open. All existing tasks will display. You can locate a specific category using the search filters along the top.

To remove a filter, click the X to the right. To remove all filters, click the circular arrow to the far right.

On the Task Category page, click the blue plus sign in the top right.

The Add Category window will open. Enter the Name of the new category, this is what users will see when selecting task categories. To help identify categories, you can add a Description.

Click Save to create the new category.

To edit a task category, hover over the desired category. Click the pencil icon to the far right.

The Edit Category window will open. Make the desired changes to the category Name or Description. Click Save to keep your changes.

To remove a task category, hover over the desired category. Click the trashcan icon to the far right. The task category will be removed