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Streamline Your Workflow with Task Categories

Create and customise task categories to suit your business

Updated over a week ago

Navigate to Tasks and toggle open your Task Pipeline view. This allows you to view all tasks by category in the global pipeline along with their current status.

To set up Task Categories, navigate to Settings > Data Setup > Task Categories and click . Give each category a name and colour. You can edit existing categories using the ✏️ icon or rearrange them by using the = icon. Categories listed at the top will appear on the left side of the task pipeline, making it easy to organise and access your tasks.

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