Add and Manage Task Categories

Task Category is a user pick list value. In a project schedule, at the individual task level, it provides a manner in which tasks can be distinguished based on the nature of the work being carried out.

To add a new task category

1. Click the Administration icon from the Icon Bar.
   

2. Click Task Categories under the "Work Plan" menu.

   

3. Click the Edit button.

4. Click the Add New button to display a new row.

   Note: The new row will appear at the bottom of the table. If you cannot see it right away, scroll down.

5. In the Name field, type the new task category name.
6. In the Description field, type the new task category description if needed.

7. Click the Save button.

 

To edit task categories

1. Click the Administration icon from the Icon Bar.

2. Click Task Categories under the "Work Plan" menu.

   

3. Click theEdit button.

4. Double-click the required Name field to edit

   OR

   Double-click the required Description field to edit.

   

   Note: The purple asterisk indicates that unsaved changes have been made to a Task Category. It will disappear upon saving.

5. Click the Save button.

 

To delete a task category

1. Click the Administration icon from the Icon Bar.
   

2. Click Task Categories under the "Work Plan" menu.

   

3. Click the Delete icon in front of the required category to delete it.

   

4. Click Yes to confirm deleting the category.

 

Note: To reorder task categories on the Work Plan Task Categories page, click Reorder Items, then click and hold the Drag & Drop icon before the required category to move it up or down as required. Click Save.