Skip to main content

What is a Category?

Updated over a week ago

Some common examples are: Venue, Catering, Floral, Bar & Beverage. Categories are applied to Projects as needed.

What are they for?

Categories are a great way to keep Projects organized and easier to manage. Most items within a Project can be linked to a Category, which then lets you apply filters to "zoom in" on a certain Category. For example, you could apply the "Floral" category filter on the vendors page to see just the florists (especially nice when you're still evaluating multiple vendors for a specific category).

Tasks

Vendors

Timeline Entries

Managing a Project's Categories

To add, edit, or remove Categories from a Project:

Navigate to the Project. In the Project Sidebar, click Categories.

Did this answer your question?