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Project Categories

Effortlessly group related projects in one place, providing your team with advanced search, filter, and report capabilities. While categories enhance project organization, remember they're not for creating hierarchies or define project relations

How to create a project category​

  1. Navigate to the Global Settings icon ⚙️ > Project Category.
  2. Click on Create Category.
  3. Name your category and Save.
See How

How to assign a project category​

  1. Search for your project and click Project settings link 🔗.
  2. From the sidebar, select Details.
  3. Click on Edit
  4. Select a project category and click Save project.
See How

note

You can also assign project category while creating new project.

How to delete a project category​

  1. Navigate to the Global Settings icon > Project Category.
  2. Search for category you want to delete
  3. click on delete icon and confirm.
See How

warning

You are not allowed to delete category if its assigned on any project,To delete you need to either re-assign or remove category from project