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:
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.
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.

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