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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.

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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.


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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 Category Color Display Order Status
Cleaning #4896BE 1 Active
Quality Assurance #3C3489 2 Active
Waste Management #84CC16 3 Inactive
Food Preparation #633806 4 Active
Plating & Serving #0C447C 5 Active
Cleaning & Sanitization #4A1B0C 6 Active
Safety & Compliance #DC2626 7 Active

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.
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