> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/set-up-task-categories.md).

# Set up task categories

Task categories help you organize tasks by team, type, or process.

They make overviews easier to scan.

{% stepper %}
{% step %}

### Open Task Categories

Go to **Settings**.

Search for **Task Categories**.
{% endstep %}

{% step %}

### Add a category

Open the overview.

Then click **Add**.
{% endstep %}

{% step %}

### Fill in the required fields

Enter a unique **Code**.

Add the **Description**.

Choose an **Icon**.
{% endstep %}

{% step %}

### Save the category

Click **Save**.
{% endstep %}
{% endstepper %}

### Good category examples

* department-based follow-up
* service type
* customer care activity

### Frequently asked questions

<details>

<summary>Do category codes need to be unique?</summary>

Yes.

Do not reuse a code that already exists.

</details>

<details>

<summary>Can I change a category later?</summary>

Yes.

But review existing tasks first.

</details>

<details>

<summary>Where do I use task categories?</summary>

You select them while creating or editing a task.

</details>

### Related topics

* [**Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks.md)
* [**Create a task from a customer card**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md)
* [**Filter and search tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/filter-and-search-tasks.md)


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