Task Categories provide another way to help organize Tasks. BizScheduler lets you easily create and customize your list. You may want to identify some Tasks as Administrative, some as Maintenance and others as Sales. You may create whatever categories will help you better manage your list of tasks. To do this, assuming you have the appropriate permissions, do the following steps:
- Go to the Hub and click the Task Categories link under the Setup / Configuration section
- Click on a category to change its name, followed by the checkmark to save it
- The other attributes can be changed by clicking on them
Note: You can Delete a Category that has been used. This will remove all references to it. If it has been used, you may want to make it Inactive instead, which will remove it from any selection lists within BizScheduler but let you reactivate it so you can find those tasks with that category in the future.
Related Articles
Change Customer Categories
Customer Categories provide a tool to organize and identify your customers. This may be a two-item list that identifies Residential verses Commercial, or a very complex list where you identify their industry, type of customer they are, primary ...
Change Task Priorities
Task Priorities provide the settings that BizScheduler uses to establish the urgency of a Task. BizScheduler comes with a predefined list, which you can easily customize. To make these changes, assuming you have the appropriate permissions set in ...
Change Task Status Options
Task Status Options provide the settings that BizScheduler uses to organize the progress of a Task from it's creation to completion. BizScheduler comes with a predefined list, which you can easily customize. The last item in your list determines the ...
Change Attachment Categories
Attachment Categories help you organize your customer record attachments. BizScheduler lets you upload text files, word processing documents, digital photos, emails, etc., and attach them to your Customers and Jobs. Perhaps you want to attach copies ...
BizScheduler Onboarding and Initial Setup
BizScheduler Onboarding and Initial Setup - New Clients Welcome to the 3rd Generation of BizScheduler. Since 2004, BizScheduler has been helping small business owners in many industries to schedule, manage, and grow their businesses. Whether you are ...