Categorize work items in the list view

This page is for business projects

To check whether you’re in a business or software project, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, your project details will be shown.

Organize and break down your team’s work by grouping your work items by category. Use categories to classify your project’s work items or represent a large body of work that can be broken down into a number of smaller work items.

Display or hide the category column

To display the category as a column on your list, you can:

  1. Select the plus icon at the top-right of your list. A drop-down menu will appear.

  2. Use the checkbox to add the Category column to your list.

To hide the category as a column from your list:

  1. Hover over the Category column header and select More actions ().

  2. Select Remove column.

Add, delete, or rename a category

  • Only project admins can add categories

  • Only one category can be added to a work item

To add a new category to your work items, you can:

  1. Navigate to the list view of your project.

  2. Hover over the Category column header and select More actions ().

  3. Select Edit field.

A side panel will open where you can add new category options, edit existing categories, delete them, or change the colour.

Group by category

Read about grouping items in your list view.

Filter by category

Read about filtering items in your list view.

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