Categories

Categories

Categories custom field lists a set of keywords or groups to which a task belongs.

You can use the following categories:

• Business;
• Competition;
• Favorites;
• Gifts;
• Goals/Objectives;
• Holiday;
• Hot Contacts;
• Ideas;
• International;
• Key Customer;
• Miscellaneous; Personal;
• Phone Calls;
• Status;
• Strategies;
• Suppliers;
• Time & Expenses;
• VIP;
• Waiting

Categories custom field helps view, edit, sort or filter tasks by different groups. For example, your suppliers have changed the contract conditions and now you need to edit due dates for tasks related to the delivery of goods. You can filter tasks by category "Suppliers" and view all tasks that should be edited.

To create custom filed Categories please follow the steps below:

1. Go to: Tools/Custom fields and press "Ins" button

2. In "Title" field enter "Categories"

3. In "Code" field enter "cf_categories"

4. In "Type" field select "List"

5. in Edit List item field select the value number "1", enter the category name in "Title" field, for example "Business", and click "Ok" button

Click "Add" button again, select the value number "2", enter the name of the next category name in "Title" field, for example, "Key Customer" and click "Ok" button

Add other categories’ names for this custom field.

• If you would like to have default value of custom field Categories, for example, "Phone Calls", you can check "Default value" option and select this value. Each time you create a task, it will have the value "Phone Calls".

6.To display the value of custom field Categories on Task List or Task Tree please go to Task List or Task Tree, click Task List Columns or Task Tree Columns button   and check the custom field "Categories"

7. to select the values for custom field Categories please do the following:

• Open a task and go to Custom Fields tab

• Select the values from drop-down list for custom field Categories and click "Ok" button.