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Tasks & lists

Categories

Categories are labels you put on projects, like tags. A project can have several, and the list of categories is shared by both of you. Use them to filter a list, group it, or search for them in Quick Find.

When to use it

  • Labels that cut across Areas, like “Weekend”, “Needs a store run” or “Outside”.
  • Filtering Today down to one kind of work.
  • Grouping a list by category with Group and sort.

Put categories on a project

Phone

  1. Open the project and tap ⋯.
  2. Tap Categories (it reads Add Categories when the project has none).
  3. Tap a category to put it on (a ✓ shows) or take it off.
  4. Tap New Category to make one, type the name and press Enter.

Computer

  1. Click the project’s row once to pick it, then press ⇧⌘T (Ctrl+Shift+T on Windows).
  2. Or right-click the row and pick Categories….
  3. Click a category to put it on (✓) or take it off, or click New Category.

Rows show up to two categories as small gray labels, then +N for the rest.

Label several projects at once

  1. On a phone, swipe a project left to start picking. Tap the others you want.
  2. Tap ⋯ in the bar at the bottom, then Categories.
  3. Tap the categories to put on all of them.

Label a whole Area

  1. Open the Area and tap ••• next to its name.
  2. Tap Add Categories and pick them.

Those categories go on every project in the Area now, and on any project added to it or moved into it later.

Filter a list

  1. Open Today, Upcoming, Anytime, Someday, Logbook, an Area, or the Matrix.
  2. Tap a category chip at the top. All shows everything again.

On an Area page the filter is in ⋯ → Filter by Category.

Rename or delete categories

  1. In the Categories card, tap Manage. It opens Settings → Projects → Categories.
  2. Rename a category in its box, or tap the bin to delete it.
  3. Add new ones there too.

Tip: A handful of categories you actually use beats a long list you don’t. If one only fits one Area, the Area may be enough.

Questions

Does Quick Find search categories?

Yes. Typing a category’s name finds the projects that have it.

Are categories shared?

Yes. Both of you see the same list, and the same categories on shared projects.

Can steps or to-dos have categories?

No. Categories are for projects.

Still stuck? Send feedback from the ? menu at the bottom of the app bar on a computer. Back to the help center

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