Last Updated: March 20 2024
How to Use Task Categories
Overview
You can create different categories and assign them to tasks to easily group, filter, and bulk-manage tasks. Learn more in How to Use Tasks.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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To edit a task category:
- Go to System
> Setup > System Setup > Tasks > Task Categories.
- Click the category to be edited.
- Make changes as required.
- Click Save.
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Deleting a task category removes it from all tasks it is assigned to. You can delete multiple task categories at the same time.
To delete task categories:
- Go to System
> Setup > System Setup > Tasks > Task Categories.
- Select a single task category and click the
icon.
- To delete multiple task categories:
- Select the check boxes for the categories to be deleted, or click Select All.
- Click Delete.
- Click OK to confirm.
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To assign a category from within the task:
- Open the task, or create a new one.
- Go to Details > Internals.
- Select a category from the Category drop-down list.
- Click Save and Finish.
To assign a category to one or more tasks:
- Go to Tasks
> View, or if you are viewing a quote or job go to Details > Tasks.
- Click Advanced to filter tasks, if required.
- Select the tasks using the check boxes.
- At the bottom of the page, under With selected, select a category from the Category drop-down list.
- Click Update.
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You can sort tasks by category to narrow down the tasks displayed in Tasks > View.
For example, filter tasks to view the status of tasks in a certain category and bulk-manage the tasks.
To use categories to filter tasks:
- Go to Tasks
> View.
- Next to the Search bar, click Advanced.
- Under Filter By, select a category from the Category drop-down list.
The list of tasks updates to only show tasks only from the selected category.