Task Categories

Data Entry > Types > Task Categories

The Task Categories tab records the types of tasks to be used in Task Manager.

Adding a Task Category

To add a Task Category –

1. Select Insert on the toolbar.
2. Sort Order – The order the Task Category will appear in the drop-down menus.
3. Category Type – The name of the Task Category.
4. Description – Detailed description, if required.
5. The information will be saved when you leave the tab.

Editing a Task Category

To edit a Task Category -

1. Highlight the Task Category to be edited.
2. Overtype as required.
3. The information is saved when you leave the tab.

Deleting a Task Category

You cannot delete a Task Category.