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Update Project Category for a specific project

If a project falls under a different category than your default, you can update it in Project Details

Jana avatar
Written by Jana
Updated over 8 months ago
  1. Log into your account

  2. From the Projects page, locate and open the Project you want to update the Category

  3. The Project Details page will open

  4. Locate the gray box, with the wrench symbol that says Category

  5. Click the box

  6. The Edit Project pop up will appear

  7. Under Project Category, delete the current category by clicking the X

    1. *If you do not see any other category options, you must update them in Company Settings

  8. Using your mouse, click the white space

  9. A drop-down of your other categories will show

  10. Click the Category you wish to update it to

  11. Scroll down and click Save Project

If you can not find the Project Category you need, make sure to check your Company Settings. Company Settings is where the options are stored.

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