Managing Project Categories

You are here:
Estimated reading time: 1 min

With project categories, you can organize your projects into logical groupings. For example, you can categorize your projects by function, say, marketing, design, and finance. If you provide services of some sort, you can categorize your projects by the type of company you are servicing, say, advertising agencies, marketing services, and accounting firms.

Ultimately, the way you structure your project categories depends on the industry you’re in and your own internal processes. Thus, it is recommended to concur with your team and discuss your processes among yourselves before setting up project categories in your AccuTask account.

To Add a Project Category

  1. Click either Projects on the Quick menu or Add New Activity > Add New Project.
    Image showing the links to the Projects page
  2. On the Projects page, click Add Project Category.

    Image showing the cursor on the Add Project Category button
    Click Add Project Category
  3. On the Add Project Category window, enter the name of the project category, then click Save.

    Image showing the Add Project Category window
    Enter the project category name, then click Save

To Edit a Project Category

You can edit a project category’s name at any time.

  1. Click either Projects on the Quick menu or Add New Activity > Add New Project.
    Image showing the links to the Projects page
  2. On the Projects page, click the Project Categories tab.
    Image showing the Project Categories tab
  3. Look for the project category to be edited from the list, then click the Edit button.

    Image showing the Project Categories page
    Click the Edit button
  4. On the Edit Project Category window, change the name of the project category, then click Save.

To Delete a Project Category

  1. Click either Projects on the Quick menu or Add New Activity > Add New Project.
    Image showing the links to the Projects page
  2. On the Projects page, click the Project Categories tab.
  3. Image showing the Project Categories tab
  4. Look for the project category to be edited from the list, then click the Delete button, or the Trash icon.

    Image showing the Project Categories page
    Click the Delete button
  5. Click Yes on the message to confirm the deletion.
Was this article helpful?
Dislike 0 0 of 0 found this article helpful.
Views: 121