Company settings — System lists — Categories

Availability

Overview

Categories are added and edited in System lists (Company settings > System lists). See System lists.

Changing categories in Activity center

To change category of a task, issue or request in Activity center grid:

1. Locate the activity you would like to change category of.
2. Make sure the Category column is visible. If not, use the Columns button to customize the Activity center.
3. Click the respective Category column cell.
4. Select the required category.

Changing categories in Activity details section

To change a category in Activity details section:

1. Click the name of the activity whose category you want to change.
2. Click the Category dropdown.
3. Select the category you wish to re-assign the activity to.

Video opens at 0:43: managing priorities and categories