Task Categories and How They Improve Organization

Introduction

Task categories in Easy8 help you group and structure your tasks. They make it easier to find, filter, and organize tasks based on their purpose or type. Categories can also have their own hierarchy and an assigned person responsible for the whole category.

Target Audience

User

What Are Task Categories?

Definition

A task category is a group that you can use to sort and organize your tasks. Categories improve the structure of tasks and make them easier to search and manage.

Task Category Hierarchy

Task categories can have a hierarchical structure:

Parent Categories – main categories
Child Categories – subcategories under a parent category

This helps you structure tasks in a clear and organized way.

Category Assignee

Each task category may have an Assignee. The assignee is responsible for all tasks in that category.

How to Enable and Create Task Categories

Step 1: Enable the Category Field

To use task categories, you first need to enable the Category field:

Go to Global Menu >> Administration >> Trackers
Select the tracker you want to use
In the Standard Fields section, enable the Category field

Step 2: Create Task Categories

Once the category field is enabled:

Open any project that uses the selected tracker
Go to the Project Settings
Find the section Task Categories
Click the button to Create a New Category
In the category form:
- Enter the Category Name
- Optionally, select an Assignee for the category
- Optionally, select a Parent Category to create hierarchy
Save the category

The new category will appear in the list. You can edit or delete it at any time. You can also use the arrow icons to adjust the order of categories. This order will be used in the Category drop-down menu when editing a task.

How to Assign a Category to a Task

To assign a category to a task:

Open a task in a project that uses a tracker with categories enabled
Click Edit Task
Find the Category field under Additional Attributes
Select the category
Save the task

Benefits of Using Task Categories

Better Structure: Groups similar tasks together
Easy Filtering: Quickly find tasks by category
Responsibility: Each category can have an assigned person
Hierarchy: Categories can be organized in parent-child relationships
Custom Order: Categories can be sorted in the drop-down menu

Conclusion

Task categories in Easy8 provide a simple way to organize tasks. By using categories, you can structure your task list, assign responsibility, and quickly find what you need.