Defining Task Categories

Task categories are used to group and filter tasks. These are helpful when you have a large number of tasks and would like to save time by grouping similar tasks together. You can define a list of task categories and select one from the list when you are editing or creating a task.

To add a new task category:

  1. From the Manage tab, click Task Categories. Then, click

  2. Enter the required code and description for the task category and click Save.