Help: Categories & Groups

Setting Category Names

To add names to your category levels:

1. In left navigation menu, select

Admin

then

My Organisation

2. Under Level 1 and Level 2 Names type the name of the Category Levels.

3. Click

NB:These names can be changed at a later date but this will overwrite the previous name.

NB:A group name can be used when filtering to pick a everything in that level with the same group name so not having to re select each time.

To add categories:

1. In left navigation menu, select

Admin

then

[Level 1] List

2. Click on the

NEW

link under the page title.

3. Enter the category name, group name and any associated notes, if required.

4. Click to save this category and return to the category list.

5. Clickto save this category and add another.

6. Clickto not save this category and return to the category list.

To change the name, add notes or enable / disable a category:

1. In left navigation menu, select

Admin

then

[Level 1] List

2. Select the category by clicking the edit button

3. Update the category name and any associated notes, if required.

4. Tick the Enabled box, to the right of the name, on or off to disable or enable this category.

5. Clickto save this category and return to the category list.

NB: Changing the name overwrites the existing name in all deadlines for this category.