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Project categories in workspace settings

Categories group and filter projects, such as Marketing or Internal. You manage the list in Settings, and each category has a color so it stands out on the project list.

At a glance

What it isColored tags for grouping projects
Where to find itAvatar > Settings > Project & Workflow > Categories
Who can use itOwners and Admins
PlanNot plan-gated in the Settings menu

What does the list show?

ColumnWhat it shows
CategoryThe name as a colored tag
Associated ProjectsHow many projects use it

You can search the list. The page size is 20. An empty list tells you categories can be created while creating or updating projects.

How do I create or edit a category?

  1. Click New Category, or hover a row and click the edit icon.
  2. Enter the Category Name. It is required and limited to 40 characters.
  3. Choose a Category Color. It is required.
  4. Click Create (or Save when editing).

How do I delete a category?

  1. Hover the row and click the delete icon.
  2. Confirm Are you sure?.

Best practices

  • Keep names short, since they are capped at 40 characters and show as tags.
  • Pick distinct colors, because color is the quick visual cue in project lists.
  • Delete only categories showing 0 in Associated Projects, because the effect on assigned projects is not documented.