How do I add or change task categories?

Categories group your close tasks by accounting area — Cash & Bank, Payroll, Revenue, Fixed Assets, and so on. Every new organization starts with 15 default categories that cover the most common accounting areas.

To manage categories, go to Company Settings → Categories. From there you can rename existing categories, add new ones, or archive categories you don't need. Only account owners and account admins can manage categories.

Archiving a category hides it from the category dropdown when creating or editing tasks, but it does not remove the category from tasks that already have it assigned. This means your historical data stays intact.

If you're a platform admin, you can also edit the default template categories from Admin → Categories. Changes to the template only affect future new organizations — existing organizations keep their own independent category list.