Categories

Manage categories for tasks, leads, time entries, and other entities.

What Are Categories?

Categories help organize and classify records. For example:

• Task categories: Development, Design, Meeting, Admin, Testing
• Lead categories: Hot, Warm, Cold, Referral
• Time categories: Development, Design, Meeting, Admin, Support

Managing Categories

1. Navigate to Settings → Categories
2. Select the entity type (Tasks, Leads, Time Entries)

Add a Category

• Click “Add Category”
• Enter the category name
• Optionally assign a color
• Save

Edit a Category

• Click the edit icon next to any category
• Update the name or color
• Save

Delete a Category

• Click the delete icon
• Existing records with this category will have it removed

Using Categories

• Select categories when creating or editing records
• Filter by category in list views
• Group by category in reports and analytics
• Time analytics breaks down hours by category