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.
- Go to my team section
- Click on the "Add Members" button.
- Complete the provided form with the new team member's information.
- Click "Add Team Members" to save.
**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.
- Select the "Category" option.
- Enter the name of your new category in the "New Category" field.
- Save the new category.
Method 2: While Assigning a Task
- When creating or editing a task, select the "Category" field.
- Enter the name of the new category and save.
- Click the "+" icon to add a new category.
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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