Task categories

Article author
Uptick Customer Support
  • Updated

Task categories can be used to help classify your tasks into different groups for easy task management.

  1. Control Panel
  2. Select Tasks from left hand side
  3. Create Task Category 
  4. Name the category, describe if required then save. You have the ability to add an icon at this stage.


Default Task Categories

Ensure default task categories are setup via using the Set task category defaults. This allows you to set the correct category is set against the task at different task generation points. 


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