Task Categories

Task categories organize reusable templates and help dispatchers filter checklists quickly.

What You Can Do

• Create categories for common task groupings (PM, safety, inspection).

• Keep inactive categories for historical templates.

To create a task category:

1. Go to Settings > Service > Task Categories.

2. Select New, then complete the following fields:

   • Category Name (Required) - Enter a short grouping name for reusable task templates, such as Preventive Maintenance, Safety, or Inspection. A blank name cannot be saved.

   • Description (Optional) - Describe the task templates that belong in this category to help administrators classify them consistently.

   • Sort Order (Optional) - Enter a whole number that controls the category's intended position in ordered selections. The default is 100; use lower numbers for categories that should appear earlier.

   • Active (Optional) - Keep selected to make the category available for current use. Clear it to preserve the category for historical templates without offering it for new selection. New categories are active by default.

3. Select Save & Close to return to the list or Save & New to enter another category. Confirm the Category Name, Sort Order, and Active setting in the list.