Specifying task categories
Change the default task categories according to the processes specific to your company. Add new categories and categorize task goals that are not covered by the default ones.
The default task categories offered within the CRM module are phone call, opportunity, demo, email, fax, execution control, lunch, appointment, note, delivery, social networks, and expression of gratitude. You can edit the default task categories by changing their icon, title, and description, or delete some of them and add your own categories. See the instructions below.
Adding task categories
To add a new task category, follow the steps below:
- Sign in to your portal using your login details.
- Click the CRM link on the start page.
- Click the Settings option, then select the Other settings section and click the Tasks Categories item.
- Click New Category.
- A window will open with the form you need to complete. Select an icon from the drop-down list. Enter a title for the new task category, as well as its description.
- Click Save.
The newly created task category will be added to the list. Here you can change the order of existing categories by dragging them.
Additional Information
Editing or deleting a task category
To edit or delete a task category, click the Settings option, then select the Other settings section and click the Tasks Categories item, find the category you need, click the 
icon next to it, and select the Edit Category or Delete Category option.
Bear in mind that you can edit or delete a task category only if there are no tasks with this category yet. Once a task is assigned to this category, you will not be able to edit or delete it.
Sorting tasks by category
All created tasks are assigned to a category, and it is much easier to navigate through the tasks by sorting them by category. For this purpose, click the Tasks option in the left-side panel within the CRM module and select the Category option in the Sort by list in the upper-right corner.
To view all the tasks belonging to a specific category only, click the plus icon in the filter bar, select the Category option, and then select the task category you need from the list.