Enter task category information

Please go to the Tasks Categories view in the Projects category, here you can start to enter the information of tasks category.

Task category, specific tasks grouped together in one category to form a category. Each task entered can be assigned to a specific category. You can also use task categories to create sub-projects or sub-levels of information (for example, if your projects have phases and you want to assign different phases to each project, create a task category and assign it to a user in the Assignments view).

  1. Click Projects -> Task Categories button on the left side shortcut bar, Click the Add button (Click the Add button on the pop menu; Click the Add button on the top toolbar)
  2. Enter a unique task category's Name (up to 255 characters).

The following steps are optional:

  1. Select Leader of the task category. Assigning a leader to a project category permits that person to manage on that category.
  2. Enter Effective Date.
  3. Enter Description to describe the task category. This is useful to help you and others remember the details of this task category.

Hints:

The fields marked with * are required fields. When add a new entry, you need fill something in these fields.
Table View integrates a lot of buttons for easy operation, click here to learn them.
Switch to the appropriate tab to add Notes, Phones and Addresses if have.

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