Creating Categories



Tasks can be grouped within Categories to maintain organization.

To create a new Category on your Canvas:

1. Click and drag from the CATEGORY icon situated in the top toolbar, and ‘drop’ onto the CANVAS.

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2. A new window will then appear. You will be asked to give your Category a name as well as a colour. Categories can be anything from ‘Emails’ and ‘Phone Calls’ to ‘Stage 1’, ‘Marketing’ or ‘Logistics’. Once you’re happy, hit CREATE CATEGORY.

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3. A large circle will then appear on your canvas, and may be moved and positioned via drag and drop.

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4. By hovering over your Category you will have the choice of three options:

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EDIT: This will allow you to change the category Name and Color.

MOVE: Re-position your category circle anywhere on the canvas.

COLLAPSE: The category will shrink down, hiding its contents and bringing better focus to what’s important to you.

Viewing Categories in the Canvas View:

1. Click on the CATEGORIES button situated in the bottom right hand corner of the Canvas.

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2. A list of Categories will then appear beside corresponding coloured circles. To go to your Category, simply click on the title of the Category that you would like to view.

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3. You will then be taken straight to your Category on the Canvas.

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To Create a New Category in your Workflow:

1. Click and drag from the CATEGORY icon situated in the top toolbar, and ‘drop’ onto the WORKFLOW BOARD.

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2. You will be asked to give your Category a name as well as a colour, similar to creating your Category on the Canvas.

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3. Once you’re happy, select CREATE CATEGORY. A new vertical column will then appear on your board and may be moved and re-positioned via drag and drop.