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Use the Task Update: Task Category page to assign task categories to
tasks. Task Categories are a way of grouping like tasks by category and
they are created from the Manager tab. After task categories are created,
assign the categories to tasks and then use them to filter tasks in the
To Do List and Box
Schedule pages.
To assign a task
category:
Click the Task Category
from the drop down box for the desired task. Click Update Template
button.
If you accessed this page from the link in the Apply Template Changes
section of the Template Actions page, you will see a check box to Apply to Jobs. If you check this box
and update the page, a pop up window will appear to guide you through
the process of applying the changes to active jobs. Choose
whether to apply to All Active and Hold Jobs or Select Jobs from a list.
The updates to task categories will be applied to the jobs you have chosen.
Changes will only be applied to corresponding tasks in Scheduled status.
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