PWF Quick Tip- Project Categories

September 8, 2017

Tired of seeing all your projects clustered under one category?

Don’t worry, ProWorkflow’s got you covered with Project Categories! This feature allows you to set custom categories for your projects. This is often used for separating the different functions that your business performs (for example, web design, print, graphic design) or stages your project might go through.

Once logged into your ProWorkflow account:

  1. Click on the “Settings” tab at the top.
  2. On the left-hand side, below the “Workflow” sub-header, click on “Category Editor”
    .
    (You can click and drag projects on the project page and move them between different categories)

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In Category Editor you can now edit or add new project categories. When you add a new project, you can select the category you want the project to be in.

Here is an example:

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Got a question? The team at ProWorkflow are happy to help!