Task Categories
What This Does
The Task Categories page lets you view and manage all task categories in the system. Categories are used to group task types (e.g. GST, Income Tax, MCA) and appear as filter pills on the Add Task page, Task List, and Dashboard. You can add new categories, create sub-categories, and manage existing ones.
The Page
| Element | Description |
|---|---|
| + Add Category | Opens the Add Category form |
| Search | Search by category name or description |
| Show Inactive Categories | Checkbox — tick to include inactive categories in the list |
Category List Table
| Column | Description |
|---|---|
| Category Name | Name of the category. Pre-defined badge indicates built-in system categories (GST, Income Tax, MCA, Other) |
| Description | Optional description for the category |
| Parent Category | If this is a sub-category, shows the parent category name |
| Status | Active or Inactive |
| Actions | ⋯ menu — Edit, Mark Inactive, Delete, Activity |
Add / Edit Category
Click + Add Category to create a new one, or Edit from the ⋯ menu to modify an existing category.
| Field | Required | Description |
|---|---|---|
| Name | Yes | Category name |
| Parent Category | No | Appears only if Sub-Category is enabled under Settings → Tasks. Select a parent to make this a sub-category. |
| Users | No | Default other users assigned to tasks in this category |
| Working User | No | Default working user assigned to tasks in this category |
| Description | No | Optional notes about the category |
Click Save to confirm, or Cancel to discard.
Sub-Categories
Sub-categories are supported but must first be enabled under Settings → Tasks. Once enabled, a Parent Category field appears in the Add/Edit Category form, allowing you to nest a category under an existing one. Sub-categories appear alongside parent categories in filter pills (e.g. "Gst r9" under GST, "TDS" under Income Tax).
Pre-defined Categories
The following categories are built into the system and marked Pre-defined. They are locked — they cannot be edited, marked inactive, or deleted:
- GST
- Income Tax
- MCA
- Other
Actions
| Action | Description |
|---|---|
| Edit | Modify the category name, users, working user, or description |
| Mark Inactive | Deactivates the category — it no longer appears in task type filters. Tick Show Inactive Categories to view it again. |
| Delete | Permanently removes the category |
| Activity | View the full change history for this category |