How to set categories

What Are Categories?

Categories attach to tasks as tags and act as files for documents. They make sorting and filtering easier in Task Management and the Documents section.

Create a Category

Navigate to Categories in the left sidebar. Click Add Category at the top right. Select the site it applies to.

You can also attach categories to existing tasks by clicking the Tasks dropdown and selecting which tasks should have this category.

Add multiple categories at once, and choose whether each applies to tasks, documents, or both. Click Submit when done.