Task categories in NextCrew allow companies to organize and filter tasks based on their purpose, such as Onboarding, CRM, or Jobs. By grouping tasks under categories, users can better manage workflows and track progress across multiple functions. Task category statuses add an additional layer of control by defining the different stages of a task’s lifecycle.
Area
This functionality is located under Settings > Code Tables > Task Category.
Navigation
Go to Settings.
Select Code Tables.
Click on Task Category.
Use the available columns (Order, ID, Name, Description) to create or edit categories.
For advanced tracking, configure Task Category Status to map out the stages of task progression.
Benefit
Organizes tasks into meaningful categories for easier access.
Enhances productivity with category-based filtering.
Provides visibility into task status stages for better tracking.
Improves collaboration across teams by standardizing task management.
Field Reference
Order: Determines the sequence in which task categories are listed.
ID: Unique identifier for each task category.
Name: The display name of the category (e.g., Onboarding, CRM, Jobs).
Description: Additional details about what the category represents.
Screen References
Task Category List Screen: Displays all categories and their related fields.
Task Category Status Screen: Allows setup of multiple stages for tasks within a specific category.
Pro Tip
Use the Task Category Status feature to break down complex processes (like background checks) into smaller, trackable stages (request, verify, submit to client). This helps monitor bottlenecks and ensures accountability.
FAQ
Q: Can I create unlimited task categories?
Yes, you can create as many categories as needed to suit your workflow.
Q: Can I change the order of categories?
Yes, the Order field lets you customize the sequence of category display.
Q: What’s the difference between a task category and task category status?
A category defines the overall grouping (e.g., Onboarding); a status defines the stage within that workflow (e.g., Request, Verify, Submit).
Q: Can I deactivate a task category?
Yes, categories can be deactivated if no longer needed, without losing historical data.
Q: What are global categories?
Global categories are default categories and they cannot be edited or removed.
Permission & Configuration
Only users with Admin permissions can create or edit task categories and statuses.
Standard users can view and filter by available categories when creating or managing tasks.
See Also
Task Management
Workflow Automation
CRM Configuration