Categories are a way for your team to keep your project information organized. When used properly they’ll help you quickly find posts, view related posts easily, and send out or automate reports. Categories are common to the project — meaning everyone can see and use them when creating posts. 

We recommend creating a core set of categories to use on all of your projects. Once you’ve created them it’s easy to import them into a new project and add any additional categories that are specific to each project. 

We also recommend locking categories once they have been created - this will ensure project users post with the approved categories, rather than creating new ones while posting. 

Some examples of common categories:

  • Daily Report
  • Schedule Impact
  • Meeting Minutes
  • Potential Change Order
  • Water Damage

Set up & manage categories 

Project Organizers can set up categories from the web app on the Project Settings page by clicking Manage Categories. Like locations, each primary category can have subcategories, nested up to 4 levels.

Once you’ve added a category you can click the name if you need to edit it, or use the checkboxes to the left of the name to move or deactivate it.

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