Categories are a way for your team to keep your project information organized. When used properly they’ll help you quickly find posts, view related posts easily, and send out or automate reports. Categories are common to the project — meaning everyone can see and use them when creating posts.
We recommend creating a core set of categories to use on all of your projects. Once you’ve created them it’s easy to import them into a new project and add any additional categories that are specific to each project.
We also recommend locking categories once they have been created - this will ensure project users post with the approved categories, rather than creating new ones while posting.
Some examples of common categories:
Daily Report
Schedule Impact
Meeting Minutes
Potential Change Order
Water Damage
Set up & manage categories
Project Organizers can set up categories from the web app on the Project Settings page by clicking Manage Categories. Like locations, each primary category can have subcategories, nested up to 4 levels.
You can manually add categories, by following the steps on the image below.
Or you can import categories from another project. This tool is helpful when you have the same set of categories for all your projects, you can import them directly using this tool.
Once you’ve added a category you can click the name if you need to edit it or use the checkboxes to the left of the name to move or deactivate it.
💡Tip:
Using standard categories on all your projects will facilitate a better way to track your posts across all your projects when you use Advanced Filters. Helps a lot to use the same Categories across all your projects when your team works on multiple projects at the same time.
Edit, move, or Deactivate Categories
From the option Manage Categories on your project, you can edit, deactivate or move your Categories. These options are available only from the web.
On the mobile app, you can select categories to include in your post or create new ones.
Edit Categories
You can update the name of your category by clicking on the Category name and you can type in a different name if needed. Use the option to Save or clear the text on the right side of the Category name.
Deactivate Categories
You can deactivate the Categories that you do not use anymore by using the check boxes on the left to select your records, then click the Deactivate button on the top.
Once a Category is Deactivated can not be used on any post.
You can reactivate it in the future following the same steps and click "Activate" instead
