Add new task category
Alvin
Last Update 10 maanden geleden
Creating a Task Category lets you organize all the tasks you are making in the system. That said, creating different categories for each ticket is always a good practice for easier management. Once you create a new category in Autotask, it will sync its data in Proxuma, providing seamless task creation.
📝Inside this article
- Accessing features and settings in Autotask
- Creating task categories
🗂️Creating task categories
To create a task category in Autotask, follow these steps:
1. Hover your mouse over the Main Menu icon.🖱️
2. Then, hover your mouse again to Admin and select Features & Settings.🛠️
3. Expand Projects & Tasks and select Task Categories.📝
4. Click + New.➕
5. Type the name of the Task Category.📝
6. Select a Display Color (optional).🎨
7. Click Save & Close.💾
8. Once the data is synced with Proxuma, you'll see the new category you've added to this list.🔄
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