Use categories to organize resident site contacts, vendors, and tasks.
For example:
- Organize and classify vendors by category.
- View the Details column to determine the number of assigned numbers/vendors per category.
- Identify some tasks as "maintenance", "feedback", or "general inquiry."
Add a task categoryShow
- Navigate to Tasks > All tasks page.
- Click Manage categories.
- From the Task Categories page, click Add a new category.
- In the Category Name field that appears, enter the name of the category. Remember to use a name that is clear and unambiguous.
- You can add as many categories as you want, and when you're done, click Save.
Edit a task categoryShow
- Navigate to Tasks > All tasks page.
- Click Manage categories.
- In the Category Name field, click on the name of the category to edit it.
- Click the Save button to save the new name of the category.
Delete a task categoryShow
- Navigate to Tasks > All tasks.
- Click Manage categories.
- Click the red x corresponding to the category that you want to delete.
- Click Save to return to the All Tasks page.
When you delete a category, all items assigned to that category are marked Uncategorized.
| Article #: | 112779 |