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Managing Tasks |
Task Categories and Types
Tasks can be assigned a Task Category, then a Task Type. This gives users an additional way to filter their tasks.
Task Categories and Task Types have a hierarchical relationship: the Task Category is the parent, and the Task Type is the child. So, several types can be assigned to each category.
Some examples of Task Categories might be Engineering, Sales, Documentation, or Web Design. Examples of Task Types might be Edit Content, Update Documents, or Contact Customer.
You can create Task Categories and Task Types from three locations.
When adding a task. See Also: Creating a Task via the Task Folder
- When editing a task
- When working in the View Categorization screen. See Also: View Categorization Screen
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