Create Task Categories Picklist

Fortix systems provide Picklists which are selection lists used to populate the Task Categories data input field in Projects with one of a number of predefined values. This article explains how to create a Task Categories Picklist.

Click Task Categories tab under PROJECTS section in the Picklist page.

The Picklists - Task Categories page opens with a list of Task Categories. Click Add New to Add another Task Categories.

The address bar link is :/?codelists&cl=task_categories

Add the new Task Categories, Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Task Categories will be visible to. Refer article How to create a Profile. Only records belonging to the assigned Profile will see the Task Categories.

Click SAVE to commit the changes to the system.

Task Categories can be Edited by clicking on the underlined Task Categories. Click Delete at the end of the row to Remove the Task Categories.


Add your comment

E-Mail me when someone replies to this comment