Working With Categories

On the Strategies screen, you can perform all tasks related to managing categories and strategies. This article provides a walkthrough of each of these tasks.

Quick Guides

Adding a Category

1. On the Strategies screen, select New Category.

2. In the Title field, enter a name for the category.

3. Select a color to assign to the category.

4. Select Save to add the new category.

Editing a Category

1. On the Strategies screen, select the pencil icon for the category you want to edit.

2. (Optional) In the Title field, you can change the name of the category.

3. (Optional) You can also change the color assigned to the category.

4. Select Save to apply your changes.

Deleting a Category

1. On the Strategies screen, select the pencil icon for the category you want to delete.

2. Select Delete.

3. In the resulting Confirmation window, select Delete to confirm.

Illustrated Guides

Adding a Category

Step 1: On the Strategies screen, select New Category.

Step 2: In the Title field, enter a name for the category.

Step 3: Select a color to assign to the category.

Step 4: Select Save to add the new category.

Editing a Category

Step 1: On the Strategies screen, select the pencil icon for the category you want to edit.

Step 2: (Optional) In the Title field, you can change the name of the category.

Step 3: (Optional) You can also change the color assigned to the category.

Step 4: Select Save to apply your changes.

Deleting a Category

Step 1: On the Strategies screen, select the pencil icon for the category you want to delete.

Step 2: Select Delete.

Step 3: In the resulting Confirmation window, select Delete to confirm.