1. Click your user profile.
2. Click "Global Settings" and note only certain user roles can access global settings.
3. Click "More" if you do not see projects tab at the top of your screen.
4. Click "Projects"
5. Click "Create project category"
6. Click the "Name*" field and enter your category name.
7. Click "Create"
8. Click "Dismiss"
9. Click "Archive" to archive any you no longer wish to select.
10. Click "Unarchive" to bring back.
11. A second way is to click "Current" and view your projects.
12. Select a project.
13. Double-click to open any tasks.
14. Click the project category drop down field.
15. Choose the category.
16. You can also remove categories.
17. If you need to create a new category here, type the name of your category and then click "Create "xyz"".
18. Click "Update Task"
19. You can also do this same creation method by clicking "Settings" in the project.
20. Click the project category drop down field or create new.
21. Click "Category Budgets" to view all your categories in a project.
