Task categories
Create named categories to group related tasks, then assign each task to one so the board stays organized.
Categories are named labels you use to group related tasks — for example Deliveries, Callbacks, or Stock-take. Assigning each task to a category keeps the board organized and makes it easy to see which kind of work a task belongs to. Manage your categories under Tasks → Categories.
Create a category
- Go to Tasks → Categories.
- Choose Create task category.
- Enter a name for the category.
- Save. The category is now available when you edit a task.
Edit or delete a category
From the categories list, open a category to edit its name, or choose delete to remove one you no longer need.
Assign a task to a category
Categories aren't set from this screen — you assign one to a task on the board. Open the task, pick a category from the Category field, and save. See Managing tasks for the full task details.
Related: Managing tasks for creating and tracking the tasks that use these categories.
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