Adding/Editing Task Categories

Task categories are used to organize tasks into logical groups. Task categories are not required, but they do help to speed up the selection process by limiting what data is displayed in the View Tasks screen. If appropriate, tasks can even be assigned to multiple categories. Before a task can be added to a category, however, the category must first exist.

1. Select Data Maintenance  > Task Categories from the Main menu. The Edit Task Category screen will appear.
2. Enter a Description, up to 50 characters.
3. Click Save to complete the category definition.
4. Repeat as necessary until appropriate task categories have been created. Click New at any point in the data entry process to clear the screen of unsaved data and prepare it for a new entry.

Key Considerations

• See Workflow Preferences and the topics in Workflow Management for further discussion regarding Tasks.
• Task Category maintenance is governed by the Global Right "Edit Task Categories."