Overview:
Project Categories and Departments help you group and filter projects by type or internal team, making it easier to find, report on, and assign work.
Steps:
When adding or editing a project, locate the Project Category dropdown.
Select an existing category (e.g., “Marketing,” “Development”), or click Add to create a new one.
In the Department field, choose the internal department responsible (e.g., “Design,” “Engineering”).
Click Save to apply.
Back on the Projects dashboard, use the Filters icon to filter by Category or Department.
Tips & Best Practices:
Keep categories high‑level (no more than 5–7) to avoid clutter.
Use department tags to roll up team‑level reports (e.g., total projects per department).
Rename or retire unused categories quarterly to maintain relevance.
Troubleshooting / FAQs:
New category not showing: Refresh the page after clicking Add.
Cannot filter by department: Ensure the Department column is enabled under Filters.
Typo in category name: Edit the category in Settings → Project Settings → Categories.