Settings
Categories
The task categories your firm files work under, and why a category beats a plain activity type when you want to filter.
You'll find this page in Settings under Tasks.
Every task carries one or more categories: Administrative, Client work, Sales. Categories are how the Task Grid filters, and they also drive the connection prompts on a task: give a task a Sales, Marketing, or Client-related category and Outlaw knows to ask which lead, campaign, or case it belongs to.
System Categories
Each category maps to one or more system areas: Administrative, Client, Financials, Human Resources, Marketing, and Sales. Outlaw creates one category per area when your firm first logs in. You can rename them freely, but there must always be at least one category for each area, so the last one covering an area can’t be deleted.
Adding Your Own
The standard list usually suffices, but extra categories earn their keep where you have recurring buckets of work: long phone sessions with vendors or technical support, say. The advantage of a new category over just adding an activity type: you can filter the Task Grid by category, so the bucket is visible in your day, not buried in a dropdown.
The list shows how many tasks each category has. Duplicates can be combined with Merge, which re-files every affected task; deleting a category removes it from the tasks that used it.