Categories serve as a primary way to organize your tasks. You can assign your tasks to categories from the table and sidebar, and can add, rename, and reorder existing categories from the settings page!

Adding Categories

1. Head into the Checklist and click the 3-dot menu at the top right of the page and choose Manage Categories

2. Click Add Category

3. Type in a name for your new Category and hit “Enter” to save

4. The new category is now available to be added to any tasks!

Renaming Categories

1. Hover over any given category and select "Rename"

2. Update the name of the category and hit “Enter” to save

Reordering Categories

The ordering of the categories impacts how they appear in your Checklist. To update this order:

1. Hover over the category you’d like to move

2. Click and drag to the category up and down to change the position in the list

Deleting Categories

1. Hover over any given category and select "Delete"

2. Acknowledge the resulting warning

3. Refresh your checklist and any tasks previously assigned to that category will be in "Unassigned"

• If any tasks in this period are assigned to this category, they will be un-categorized and placed in an "Unassigned" category.

• Once you delete a category, you may need to refresh the checklist page to see the effect of the change.

• Deleted categories currently cannot be recreated again in the future.

Using Categories to Organize Non-Close items

You can designate specific categories as "Non-Close" to allow them to still appear on your Checklist and recur with your other tasks but not negatively impact your Close pacing. To do this, simply:

1. Hover over the name of the category you'd like to exclude from your close pacing by default

2. Choose the "Set as Non-Close" button

   1. You can toggle this option by clicking it again

Any task within a "Non-Close" Category will update behavior on the Overview page. They will be excluded from being used to automatically calculate your Estimated Time to Close (which is automatically set by the latest due date of any task within the period) and will not show up on your close burn-up pacing chart by default. (Note: if you'd like to see a pacing chart that includes your Non-Close tasks, simply click the filter on the Overview pacing chart labeled "All Tasks").

Assigning / Reassigning Categories

1. Hover over a task and click on the category in the table or from the sidebar

2. Select / search among the categories and click to assign one

Viewing Reconciliations on your Checklist

Simply add a category to any of your reconciliations from Reconcile and the will automatically appear each period within the chosen category on your Checklist.