Project Categories

Overview

Project Categories allow you to effortlessly group related projects, enhancing your team's ability to search, filter, and create reports. While categories are excellent for organization, it's important to remember they are not used to create project hierarchies or define parent-child relationships.

How to Create a Project Category

1. Navigate to Global Settings ⚙️ > Project Category.
2. Click the Create Category button.
3. Enter a descriptive name for your category and click Save.

How to Assign a Project Category

Assigning to an Existing Project

1. Navigate to your project list, find your project, and click the Project settings link 🔗.
2. From the project settings sidebar, select Details.
3. Click the Edit button to modify the project details.
4. In the Category field, select a project category from the dropdown menu.
5. Click Save project to apply the change.

Assign During Project Creation

You can also assign a project to a category directly on the project creation screen, ensuring it's organized from the very beginning.

How to Delete a Project Category

1. Navigate to Global Settings ⚙️ > Project Category.
2. Find the category you wish to remove from the list.
3. Click the delete icon next to the category name and confirm the action.

Deletion Prerequisite

You cannot delete a category if it is currently assigned to one or more projects. To delete the category, you must first edit each associated project and either remove the category or re-assign it to a different one.