Set up task categories

Create task categories so you can organize and filter tasks more clearly.

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

They make overviews easier to scan.

1

Open Task Categories

Go to Settings.

Search for Task Categories.

2

Add a category

Open the overview.

Then click Add.

3

Fill in the required fields

Enter a unique Code.

Add the Description.

Choose an Icon.

4

Save the category

Click Save.

Good category examples

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

Frequently asked questions

Do category codes need to be unique?

Yes.

Do not reuse a code that already exists.

Can I change a category later?

Yes.

But review existing tasks first.

Where do I use task categories?

You select them while creating or editing a task.

Related topics

• Tasks
• Create a task from a customer card
• Filter and search tasks