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Select Configure > Categories to add categories and sub-categories. Each category you create will have associated sub-categories. Primary tasks are assigned a category, and the sub-tasks are assigned a sub-category.
The Task Manager Category screen shows all categories you've created, the number of associated sub-categories, the responsible member for the category, status, and option to edit and maintain the category.
Select Add Category to add a category.
Name the category, then select a responsible member for the category. The member will be assigned automatically to any task with that category.
By default, each new category has an Active status. You can edit a category any time to change the status to Disabled. When you disable a category, you won't see it as an option to select when adding new tasks.
You won't be able to delete a category once you've defined a sub-category.
Next, find the new category you created in the list of categories and select the Sub-Category icon to add sub-categories.
The Sub-Category Manager screen is where you'll add and manage sub-categories for each primary category. Select Add Sub-Category to add a new sub-category. Enter the name, status and responsible staff member. While a top-level category may have one manager who oversees the entire task, the sub-categories of tasks may have different responsible members.
While Jenny Cho oversees the landscaping for her club's facilities, she won't be performing each type of task, so we'll assign different members to the associated sub-categories.