Projects and tasks can be assigned categories, which allows for filtering projects or tasks into logical groupings (copywriting, design, finance, electrical, mechanical, etc.) as well as tracking labor rates for time entries (To enable Labor Rates for your site, please call Workzone at (610) 275-9861) or email help@workzone.com.

Categories used in Projects come from the global categories list for your organization, accessed under the settings (gear icon) in the top right for All Workspaces. On the left menu, under GLOBAL SETTINGS, click the Categories link. Projects, Tasks, Events, and Messages tabs designate the specific use of the category (only those features enabled on your Workzone site, such as Messages, will have a tab for categories).

In the Projects area, you can filter for all projects or tasks with a specific category. At the top, click the Filter button. In the box that appears, under Add Advanced Filters, add the appropriate Task or Project filter using the designated link, and then choose the Category details and then click the APPLY FILTERS button.

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