Creating a Category

The following topic describes how to create a task category.

To create a task category:

Click the Current Task -> Categories... menu item.
Click the Create a Category link.
Specify the name of the category.
Select the workflow to be used by tasks of this category.
Click the Save button.
Optional: Use the Relations tab to add possible subcategories for the tasks within the created category.
Use the Permissions tab to set user permissions for the tasks within the created category.
Use the Relations tab of the parent categories (not the category you just created!) to specify your category as a possible subcategory.

You cannot delete a category or specify another workflow for it if there is at least one task in this category.