Categorize issues in your list view

Organize and break down your team’s work by grouping your issues by category. Use categories to classify your project’s issues or represent a large body of work that can be broken down into a number of smaller issues.

Display or hide the category field

To hide or display the category as a field on your list, you can:

1. Select the plus icon at the top-right of your list. A drop-down menu will appear.

2. Use the checkbox to hide or display the Category field from your list.

Add a category

To add a new category to your issues, you can:

1. Navigate to the list view of your business project.

2. Select the cell in the row of the issues you’d like to categorize, under the category field in your list.

3. Enter a new name for your category, and press enter.

The new category appears in the selected field.

To add an existing category to your issues, you can:

1. Navigate to the list view of your business project.

2. Under the category field, select the cell in the row of the issues you’d like to categorize.

3. Select a category from the existing categories in your business project.

Rename a category

To rename a category in your list, you can:

1. Select the category that you’d like to edit.

2. Select the edit icon .

3. Enter a new name for your category, and press enter or the done icon .

Delete a category

To delete a category in your list, you can:

1. Select the category that you’d like to delete.

2. Select the delete icon .

3. Confirm that you want to delete your category by selecting Delete.

Group by category

Learn how to group your items in your list view.

Filter by category

Learn how to filter your items in your list view.