Introduction
In Easy8, Categories help administrators fine-tune different parts of the system to match company-specific processes and terminology. Categories apply to a wide range of entities such as tasks, risks, CRM records, or project activities. Proper category setup improves user experience and reporting accuracy.
Target Audience
- Administrator
Understanding Categories in Administration
Definition
A Category is a predefined list of values used to classify or describe an item in the system. Each category group is linked to a specific area or entity type, such as:
- Project Management
- CRM
- Risk Management
- Agile Resource Management
Categories are customizable, allowing administrators to define the values based on company needs. Each group can contain multiple entries, and one of them can be marked as the default.
How It Works
Accessing Categories
Categories can be found in the Administration section. The screen shows a grouped list of all available category types. These are organized by functional areas like:
- Project Management (e.g., Activities (spent time), Task priorities, Milestone categories)
- CRM (e.g., Product category, Lead status, Campaign status)
- Risk Management (e.g., Risk category, Risk impact, Risk response)
- Agile Resource Management (e.g., Team type, Skill)
Managing Category Entries
Clicking on any category group opens a list of its values. For example:
- Activities (spent time) may include entries like Work, Programming, Meeting, Sales
- Task priorities might have Low, Normal, High, and Urgent
- Risk category could list items like Environmental, Organizational, Internal, and Legal
Each entry can be:
- Edited (change the name or details)
- Deleted (if not used in existing records)
- Set as default
Administrators can also add new values using the New category button.
Examples
- A company with many support operations may add categories like Consultation or Bug Investigation under Activities.
- A sales team may configure custom Lead Status categories such as Contacted, Qualified, or Negotiation.
- The risk team may include categories specific to industry regulations, like Compliance Risk or Reputational Risk.
This flexibility ensures the system reflects internal workflows and naming conventions.
Conclusion
Categories in Administration allow Easy8 to adapt to any business. By customizing category values for different areas, administrators ensure the system aligns with the company's structure and terminology. This improves clarity, usability, and consistency across all features.
Further Reading
- Custom Fields in Administration (Explanation)
- Project Settings and Controls (Explanation)
- CRM Setup and Configuration (How-To)
- Risk Management (Explanation)
