How to Manage Categories

STEP 1

Click on your name from your main dashboard and select the “Administration” option.

STEP 2

From your admin dashboard, click “Categories” on the left-hand side. The names of your categories will appear with the ability to make a default category.

NOTE:”Default category” means that is what each Meeting, Action Item, etc. will be classified under if another category is not selected.

STEP 3

To add a category, type in the new category name and press “Enter.”

NOTE: If you need to delete a category, click the “X” on the right-hand side. All edits, additions, and removals will be finalized once “Save” is pressed in the bottom right.