Manage Categories

The Admin > Task Management > Categories tab displays all available categories, including the date each category was created and the name of the last person who modified it.

Create Category

To create a new category:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

3. Select the Categories tab.

4. Select Add Category.

   The Create Category dialog appears.

5. Enter the following information:

   • Name* - a unique name for the category.

   • Description - a description for the category.

   • Reference - a reference code for the category, if required.

6. Select Save.

Edit Category

To edit a category:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

3. Select the Categories tab.

4. Select a category from the list.

   The Edit Category dialog appears.

5. Edit the Name*, Description, and Reference fields as required.

6. Select Save.

Delete Category

To delete a category:

1. Select the Admin tab.

2. From the navigation menu, select Task Management.

3. Select the Categories tab.

4. Select a category from the list.

   The Edit Category dialog appears.

5. Select Delete.

* Required field.

You can only delete categories that have no tasks assigned to them.