# Task Category ### Overview The **Task Category** feature allows administrators to define and manage categories used to organize **Workforce Tasks** within the property. Task categories help group tasks based on their operational purpose or department activity, such as **Cleaning, Quality Assurance, Waste Management, Food Preparation, Plating & Serving, Cleaning & Sanitization,** and **Safety & Compliance**. Each task category can be configured with a **category name, color, display order,** and **active status**. These categories help users quickly identify and organize workforce tasks throughout the system. Task Category is a **single-screen master feature** — existing task categories are displayed in a list, and new categories can be created from the same screen. --- ### Task Category Screen The **Task Category** screen displays all configured task categories along with their assigned color, display order, and active status. The screen provides the following information: - **Task Category** — Displays the name of the configured task category. - **Color** — Displays the color assigned to the category for visual identification. - **Display Order** — Defines the order in which task categories are displayed. - **Active** — Indicates whether the task category is currently active and available for use. Administrators can create a new task category using the **Create** button. [![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/tjSimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/tjSimage.png) --- ### Add Task Category When the administrator clicks the **Create** button, the **Add Task Category** panel opens on the right side of the screen. The panel allows the administrator to configure a new task category using the following fields: - **Task Category** - **Color** - **Display Order** All fields marked with an asterisk (\*) are required. [![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/S5yimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/S5yimage.png) ### Key Fields - **Task Category** — Name of the task category being created, such as *Cleaning, Quality Assurance, Food Preparation,* or *Safety & Compliance*. - **Color** — Color assigned to the task category. The selected color helps users visually identify the category within Workforce Tasks. - **Display Order** — Determines the order in which task categories are displayed. - **Active** — Indicates whether the task category is active and available for use. - **Save** — Saves the task category with the configured information. - **Save & Add New** — Saves the current task category and keeps the panel open so another category can be created. - **Reset** — Clears the entered information without saving the task category. - **Create** — Opens the **Add Task Category** panel for creating a new task category. - **Close (X)** — Closes the Add Task Category panel without saving the current entry. --- ### Steps ##### **Create a New Task Category** 1. Navigate to **Workforce Tasks** and open the **Task Category** master. 2. Click the **Create** button. 3. The **Add Task Category** panel opens on the right side of the screen. 4. Enter the required **Task Category** name. 5. Select the required **Color**. 6. Enter the required **Display Order**. 7. Click **Save** to create the task category. 8. Use **Save & Add New** if you want to save the current category and immediately create another task category. 9. Use **Reset** to clear the entered information before saving. 10. Use the **X** button to close the panel without saving. ##### **Manage Task Category Status** 1. Locate the required task category in the **Task Category** list. 2. Review the configured **Task Category**, **Color**, and **Display Order**. 3. Use the **Active** toggle to enable or disable the task category. 4. An active task category is available for use in Workforce Tasks. 5. An inactive task category is not available for new task operations while the master record remains configured. --- ### Example Task Categories
Task CategoryColorDisplay OrderStatus
Cleaning`#4896BE`1Active
Quality Assurance`#3C3489`2Active
Waste Management`#84CC16`3Inactive
Food Preparation`#633806`4Active
Plating & Serving`#0C447C`5Active
Cleaning & Sanitization`#4A1B0C`6Active
Safety & Compliance`#DC2626`7Active
--- ### Important Notes - **Task Category**, **Color**, and **Display Order** are required fields when creating a task category. - The task category name should clearly describe the type of work or operational activity. - Use meaningful and consistent category names across the property. - The **Color** helps users quickly identify different task categories within Workforce Tasks. - **Display Order** controls the sequence in which task categories are presented. - Use unique display order values to maintain a consistent category sequence. - Only **active** task categories should be used for current Workforce Task operations. - Deactivating a task category makes it unavailable for new task operations without requiring the master record to be deleted. - Properties can configure task categories according to their operational requirements. - Common task categories may include **Cleaning, Quality Assurance, Food Preparation, Plating & Serving, Cleaning & Sanitization,** and **Safety & Compliance**. - Review the category name, color, display order, and active status before saving the configuration.