Customizing and Managing Task Categories

Overview
Task Categories let you group similar work (e.g., Bug, Feature, Research). You can add, edit, or delete categories to fit your process.

Steps to Add a Category:

1. When creating/editing a task, click the Task Category dropdown.

2. Type the new category name and click Add next to the field.

3. The category is saved and selected for that task.

Steps to Edit/Delete Categories:

1. Go to Settings → Task Settings → Task Category tab.

2. Click Add Category to create, or Edit / Delete next to an existing one.

3. Changes flow through to all task forms immediately.

Tips & Best Practices

• Keep categories high‑level (no more than 5–7) to avoid dilution.

• Rename or retire unused categories quarterly to maintain relevance.

• Use categories to drive reporting (filter List view by category and export).

Troubleshooting / FAQs

• New category not appearing: Refresh your browser after saving in Settings.

• Cannot delete category: You must first reassign or delete tasks using that category.

• Category order random: Categories sort alphabetically; prefix with numbers (e.g., “1 Bug,” “2 Feature”) to force order.