Categories in Projects
Last updated: 2018-04-16
Post view count: 1885
Adding a category to a Project
To add a category to the project, go to Settings> Account settings> Categories and in the CRM Categories window, click +Add category
WARNING! Categories are the same for clients and projects
After defining the project categories, you can add them to each project. To do this, go to Project> Edit> More options and in the Category field, select the category you want to give to the project from the list.
Searching by category
All you have to do is select the category from which you want to see the projects in the search engine on the right hand side of the list of projects. Finished!
Using project categories in Timeline projects
Project categories are closely related to the Timeline of projects. If you use Timeline projects to book rooms / rooms, and in addition you run other projects, unrelated to booking, be sure to check the Timeline project.