Linking a Delegation to a Category
Go to the Teams menu.
Click Create a Team or select an existing delegation to edit it.
When creating or editing a team, you will find the option to select a category.
You can either choose an existing category from the dropdown list or create a new category.
Linking Multiple Delegations at Once
Access the Teams menu.
Select the Teams you want to link to a category.
Once selected, click Edit a Property.
Choose the Category property, then select the desired category.
Click Update Value to save the changes.
Managing Your Categories
To view and manage all your existing categories:
Go to Settings > Categories > Teams.
Here, you can edit, delete or add new categories to better organise your delegations as your projects evolve.
Why Link a Delegation to a Category?
Linking your teams to categories helps to:
Clarify roles and responsibilities within your teams.
Organise your delegation system in an intuitive way.
Improve visibility over who is responsible for what.
Simplify the search and tracking of delegations by area of activity.