Task Labels and Categories
Labels and categories help you classify and filter tasks. Categories are a single grouping; labels are colour-coded tags, and a task can have several of them.
Task categories
A task category groups tasks by type (for example, "Design", "Bug", "Admin").
How to add a category
- On the new-task form, click Add next to the Task Category field (or open the category management dialog).
- Enter a Category Name.
- Click Save.
How to rename or delete a category
- Rename: click the category name in the list and edit it.
- Delete: use the delete button on the row.
| Field | What it does | Required |
|---|---|---|
| Category Name | The name of the category. | Yes |
Task labels
Labels are colour-coded tags. A label can be global (available everywhere) or scoped to a single project.
How to add a label
- On the new-task form, click Add next to the Label field (or open the label management dialog).
- Enter a Label Name.
- Choose a Color.
- Optionally choose a Project to scope the label to that project.
- Optionally add a Description.
- Click Save.
How to edit a label
Edit the Label Name, Color, Description, or Project directly on the label row.
| Field | What it does | Required |
|---|---|---|
| Label Name | The text shown on the label. | Yes |
| Color | The label's colour. | Yes |
| Project | Restricts the label to one project (leave blank for a global label). | No |
| Description | An optional note. | No |
Note: changing a label's project removes it from tasks in the old project.
Permissions
| Permission | Controls |
|---|---|
| Add task category | Creating categories. |
| View task category | Seeing categories. |
| Delete task category | Deleting categories. |
| Task labels | Creating, editing, and deleting labels (full permission required). |
Tips
- Use categories for the broad type of work and labels for cross-cutting markers (such as "Urgent" or "Waiting on client").
- Both categories and labels become quick filters on the task List and Board views.