Categories

Navigate to your settings page and you will find where you can add and edit your categories.
Categories are set up in two ways, one by group and one by category.
To update categories in either products or on the task level, you will open the side panel and scroll down to the drop down marked “categories.”
When you enter a category from the products level, you can quickly pull a report and check to make sure the category has been pushed to all tasks in the wild.
You can also use categories as a way to “tag” tasks as well, for example have a category called “Facebook” so you can break down your tasks in reports even deeper.

Make sure you are starting at the product level if it’s going across all partnerships, this will help scale it in your instance quicker.

Utilize categories when you want to track and report on a more granular level.
Input categories at the product level so that they can scale across your whole workspace efficiently.
Once you input categories on the tasks, you can go to a tasks report and filter based on category type.

Objective is to understand how to set up categories and use them in your Trak workspace.