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How to add a project category

Permission: Owner or Manager

Project categories help you classify and organize work inside the company (e.g. “Marketing”, “Development”, “Operations”).

Method 1: from the categories page

  1. From the “Navbar” dropdown menu, pick “Projects”.
  2. At the top, click “Manage Categories”.
  3. Click “Add New Category”.
  4. Type the category name in the “Name” field.
  5. Click “Create”.

From the same page, you can reorder categories with drag-and-drop, or delete any category you don't need.

Method 2: while creating a project

When creating a new project, you'll see a “Project Category” dropdown. If the category you want doesn't exist, you can create it right there without leaving the form.