Task Categories

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).

How to use this view:

In the tool bar, you can clone, add or delete items. In the table part, you can select any item, and edit it by using actions in the popup menu.

Field Description Table

To clone task category:

1. Click Projects -> Task Categories button on the left side shortcut bar, select the place you want to clone, then click the Clone button (Click the Clone button on the pop menu; click the Clone button on the top toolbar)
2. Modify if necessary, after modify, click the Save button.

To add task category:

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.

To modify or delete task category:

1. Click Projects -> Task Categories button on the left side shortcut bar.
2. Choose the Task Category from the list.
3. Modify if necessary, after modify, click the Save button.
4. Delete if necessary, click the Delete button.

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.
	Clone can easy of entry item. Just select an item, use the action of Clone to clone, and create a new entry with the same settings.
	Switch to the appropriate tab to add Notes, Phones and Addresses if have.

What do you want to do?

Learn more about Table View

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