In this tutorial, I am going to show you how to create new categories in Task Coach. I am also going to show you how to manage those categories. By creating categories, you can choose which category you want to place your tasks in when you create new tasks. You can begin by loading your Task Coach if you do not already have it loaded.
Creating New Categories in Task Coach
Let’s begin with creating a new category. Go to the top of your program and click the category menu. When the menu opens, click the New Category option. That will open a box and you can enter a name for the category and a description. Then you will need to click the OK button to create the category. The new category will be placed in the category panel on the right. You can create more categories if you want.
Editing Categories in Task Coach
If you need to edit a category, follow these steps. It is quicker to use the icons in the category panel when you are working with the categories. That will save you from having to click the menus at the top of your program. To edit a category, you will need to click the category you want to edit and click the Edit icon. Place your mouse on the icons until you find the one that says Edit. Click it and the same box will open that opened when you first created the category. In this box, you can edit your category and click the OK button.
Deleting Categories in Task Coach
If you need to delete a category, click the category you want to delete. Then click the delete icon in the top of the category panel. This is the white paper icon with the red X. The category will then be removed from your panel.
Creating Sub-Categories in Task Coach
If you want to create a sub-category, you will first need to select the category you want to place the sub-category under. Then you will need to click the sub-category icon in the top of the panel. Remember you can place your mouse on the icons to see the names of them. When you click the icon, you will see a box open. In this box, you will need to enter your information for the new sub-category.
To get a better understanding of the icons in the category menu, please see my guide on, “Understanding your Icon Tools in Your Categories Panel in Task Coach.” This guide will walk you through each icon and explain what it does.