Managing Project Categories

Overview
Organize projects into categories (e.g. “Marketing,” “Development,” “Internal”) for better filtering and reporting.

Where to Find It
Work › Settings › Project Settings › Project Category (third tab)

Steps to Manage Categories

• Add a Category

  1. Click Add Category.

  2. Enter the category name.

  3. Save.

• Edit a Category

  1. Click Edit next to the category.

  2. Change the name and save.

• Delete a Category

  1. Click Delete on any unused category.

  2. Confirm to remove it from the list.

Tips

• Assign each project to one category when creating or editing it.

• Use categories to build custom reports or dashboards.