Setup Task Categories - Lookup Lists

Task Categories can be customised to suit your business.  These help create order to your business and tasks.  You may want to categorise your Tasks by the type of work that it is, for example Foundation, Maintenance, Clean up. 

Step 1: Select Admin > Settings



Step 2: Add your Task Category and Save


You can also edit existing Task Categories and change its allocated colour.


When you assign your new Task Category to a Task it will appear within that task.


Organise Calendar - Grouping by Category


In the below image we have Chosen to group All Tasks by Category and Coloured by who they are Assigned to. See Calendar View Options.


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