How To Categorize Task Templates | Open to Close

Categorizing your task templates can help you identify what type of task templates you have in your account. By default, you will have Buyer and Seller as options for categorizing your task templates, but you can add more options if you need to.

When you go to your Task Templates page, you will see the All Categories button directly below the page name. Click on this to add, filter, or manage your categories.

To add a new category, enter in the name of the category and click on Add. This will add the new category to the list you currently have.

If you need to edit the name of a category or delete it, you can do so by clicking on Manage Categories.

Image shows the All Categories button under the Task Templates > All Categories header. Once you click on that button, the text box will appear with the Add on the right side. A list of all current categories is under the text box and Manage categories is in the bottom right corner.

This will open a new window where you can click on the name of the category you want to edit. When you do this, the background will turn purple indicating you are editing it. To save any of the changes, you will need to click on Return/Enter on your keyboard.

If you need to delete a category, you can click on the trash icon. This will remove it completely, so be sure you are deleting the correct one.

Image shows a purple background for the Buyer category, indicating it is being edited. To the right is the trash icon and in the lower right corner is the Close button.

Once you have your categories in place, go to the actual task template on the right side, and click on the drop down arrow next to Category. You can select the category you want your task template to belong to, or you have the option to manage your categories from this drop down as well.

Under the actual task template name, you will have the Edit | Options and below that Category. Once the Category is selected, it will show to the right of it.

Now that you've assigned categories to your task templates, you can go back to the All Categories button and select the category you want to filter your task templates by. The button will show the category that is currently being filtered, but you can go back to All Categories by clicking on it again and selecting All.