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 categoryShowHide

  1. Navigate to Tasks > All tasks page.
  2. Click Manage categories.
  3. From the Task Categories page, click Add a new category.
  4. In the Category Name field that appears, enter the name of the category. Remember to use a name that is clear and unambiguous.
  5. You can add as many categories as you want, and when you're done, click Save.

Edit a task categoryShowHide

  1. Navigate to Tasks > All tasks page.
  2. Click Manage categories.
  3. In the Category Name field, click on the name of the category to edit it.
  4. Click the Save button to save the new name of the category.

Delete a task categoryShowHide

  1. Navigate to Tasks > All tasks.
  2. Click Manage categories.
  3. Click the red x corresponding to the category that you want to delete.
  4. 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

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