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Editing Categories of Work
Editing Categories of Work

Learn how to rearrange, drag and drop, and edit your project's categories of work

Mary Beth avatar
Written by Mary Beth
Updated over 4 months ago

Not keen on reading? Watch this 1-min video on editing categories.

1. Go to your project

2. Click on the GEAR ICON to the right of "scope of work"

Click on the GEAR ICON to the right of "scope of work"

3. Click on Edit Categories

Click on Edit Categories

4. To move an existing category in the list

Drag the category using the dotted handle on the left.

To move an existing category in the list

5. To add a new category, click on "+ ADD CATEGORY"

Note that you cannot edit a category once created. Instead, you can create a new category with the desired name and move items into it, then delete the original category.

To add a new category, click on "+ ADD CATEGORY"

6. To add a default category, locate it on the list and select

This will add it to your scope of work

To add a default category, locate it on the list and select

7. To add a custom category, click on "+ ADD CATEGORY"

To add a custom category, click on "+ ADD CATEGORY"

8. Then scroll to the bottom of the list and click on "+ CUSTOM"

Then scroll to the bottom of the list and click on "+ CUSTOM"

9. Type the name of the custom category

Type the name of the custom category

10. Click on "ADD"

Click on "ADD"

11. Last, click on "SAVE" to save and exit

Last, click on "SAVE" to save and exit

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