Task categories

Note

To view the legacy version, please select Legacy User Guide.

• When creating tasks, you have the option to use task categories to improve the organisation of projects or standard operations.

  

How to view Task categories

Viewing Task categories

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Task categories from the Project folder or enter Task categories in the Search option.

This will then show the Task categories on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

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How to create a task category

• When creating a task, you can create a Category by selecting Add new in the Category field.

  

• Alternatively, you can create one from the task category finder by selecting New.

  

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Updated October 2026