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How to Add Teammates & Categories?

Steps to create/add teammates and categories in task delegations app:

You can either watch the below video or read the guide to learn how to create/add teammates and categories in task delegations app:


Adding Teammates



Navigate to the Task Management section of the app.

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Go to my team section

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Click on the "Add Members" button.

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Complete the provided form with the new team member's information.

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Click "Add Team Members" to save.

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Note: Use the new team member's email address that is not already registered with the app.


Adding Categories



Method 1: Through Settings

Go to the app's Settings.

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Select the "Category" option.

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Enter the name of your new category in the "New Category" field.

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Save the new category.

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Method 2: While Assigning a Task

When creating or editing a task, select the "Category" field.

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Enter the name of the new category and save.

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Click the "+" icon to add a new category.

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Important Notes



You can edit or delete existing categories.
Caution: Deleting a category will also delete all tasks assigned to that category.

Updated on: 20/01/2025

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