working-with-categories

Working with Categories

Categories

Category Overview

• Organization of specific tasks into categories.
• Tasks can have as many categories as you want.
• Categories can have as many sub-categories as you want.
• Categories offer additional filtering method while having the Tasks view, and Categories view open.
  
  

Create a New Category

To create a new category, first open the dialog box by clicking on the "New category" menu item. The "New category" menu item is located in the Category menu on the right side of the main menu bar. The dialog box should like something like this:

NOTE: If the name at the top of your dialog box or the look of the dialog box is a bit different than in the example it is not cause for alarm. Different versions of TaskCoach have looks to them.

You can also create a new category from within the "Task Dialog Box" (see image below) by selecting the "Categories" tab then clicking the "New category" menu item located on its task bar.

Create a New Sub-Category

To create a new sub-category you follow the same steps as you do when making a Top Level Category just click the "New sub-category" menu item instead. You can makes sub-categories within sub-categories within sub-categories as many times as needed.

Category Description

With the Category Dialog Box open you can type in a description to each Category / Sub-Category that you have created. The description that you have entered there will show up when you hover over the Category itself; it will not show up when you hover over Task that it is assigned to (the description of the task will show up).

Category Notes

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Category Attachments

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Category Appearance

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Assigning Categories to Tasks

To put tasks and notes in a specific category, edit the task or note, and select the categories tab in the Categories tab, like this: (note that you can select more than one categories)

If you want to synchronize with Outlook, create a category Appointments as well (see Sync with Outlook Events).

Using Categories to Filter Tasks

• In the main taskCoach window.
• If this is a new task file or you already have tasks and categories viewer open skip the next two steps
  • Select view->new viewer->tasks
  • Select view->new viewer->categories
• Create as many categories as needed. For this demo create cat1 and cat2.
• Create a task and set the category to cat1.
• In the category viewer select cat1 only and you will be able to see your task. If you deselect cat1 and select cat2 then anything that doesn't have cat2 will be filtered out.
• This added feature is very beneficial when working with multiple project/tasks at the same time.