Skip to content

Categories

Categories are tags that can be applied to items. They can be applied directly to an item, or via an item type, or via a checklist.

Editing Categories

When editing an item (or an item type or checklist), there is a field marked category.

Categories in orange are directly attached. Press the small x to remove them.

Categories in grey are indirectly attached and can only be removed by editing the record that pulled them in (either an item type or a checklist).

To add an existing category, pull down the list and pick it.

To create a new category, just start typing and press enter when done.

Viewing All Categories

You can view all categories you have used by going to Account > Categories.