Categories Customization

  • Go to Settings / Categories to customize the category tree to best represent your specific business structure. The 1st level of the tree is fixed, but level 2 and 3 are open to customization.

 

  • At the second level of the category tree, you can rename all the categories to match your convention. You can also choose to hide a category so that it will not be listed anywhere in Board. We also plan Board enhancement to enable you to add more custom categories at level 2.

 

  • You can break down categories from level 2 into as many categories as you wish at level 3. Here you can choose any name, icon, and colour for the custom defined category.
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