System categories

Creating categories in the system settings is a useful way to provide general categories for all boards to use and benefit from. Continue reading to learn how!

Open System settings

To access this page, use the navigation menu (9 dot menu) located at the top and select System settings.

Create category

Making a new category is easy. Click on the + Create Category button at the top-right of the screen, type a title (you can add a description if you want), pick a color, and choose an icon that helps you recognize the category.

Assign checklists

Assigning checklists to different categories makes work organization and management easier, especially when dealing with many checklists. Time is saved because checklist templates don't need to be added repeatedly for new cards with specific categories.

After creating a category, click Edit to see the available checklists for assignment.

Contact Support

If you have questions or need assistance, please reach out to our support team via OC-Support@genetec.com.