Categories

The Categories tab allows you to view all the categories associated with that task. You can associate more categories, or edit and delete categories from here.

Associate a Category

To add a category, complete the following steps:

1. Right-click in the grid and select Add Record. The following screen will appear:

   

2. Select a category from the pick list.
3. Click to save the record.  
4. Click to close the window.

Viewing, Editing, or Deleting a Category

To view, edit, or delete a category, Right-click on the category record and select either View Record, Edit Record, or Delete Record.