Managing Categories

When selecting the edit option or double-clicking on an element, the window with all of its properties opens.

Edit Category

To edit a Category:

1. Click the Category header. Then, click the Edit (pencil) icon that appears.

   

2. Edit the Category name if needed.

3. Select if you want new Elements added to this Category to receive an automatically assigned Board ID (the next available whole number) when created.
4. Select if you want Elements in this Category to be excluded from the Stripboard.
5. Select if new Elements added to this Category should have Allow Drop/Pickup on by default (if applicable).
6. Select the minimum days between Drop/Pickup (if applicable).

7. Click Save & Close.

   

Note

Category names must be unique.

Edit Element Properties

In the Element Properties tab of a Category, you can define custom fields that apply to all Elements in that Category.

1. Click the Category header. Then, click the Edit (pencil) icon that appears.
2. Click the Element Properties tab.
3. Add, edit, or delete fields.
4. Change the order of the fields if needed.

5. Click Save & Close.

   

Add New Category

To add a new Category:

1. Click + Category in the top left of the Elements page.

   

2. Select a name for the Category.

3. Click Save & Close.

   

Note

Category names must be unique.

Reorder Categories

To reorder your Categories:

1. Click the three-bar icon next to the Category name.

2. Drag-and-drop the Category to a new location in the list.

   

Note

Built-in Categories that are standard in your MMS setup cannot be re-ordered.

Delete a Category

To delete a Category from your entire Schedule:

1. Click on the Category header and then click the Edit (pencil) icon.

   

2. Click DELETE CATEGORY.

3. The system will ask you to confirm. Click Delete Category to continue.

   

Note

Any changes to your Categories will be reflected across the entire Schedule (in every Board and Sub-Board), as well as on the Breakdown Sheet.