Overview
Typically, categories are defined by trade, but they can be repurposed to suit your project. Throughout the duration of your project, categories can be added and adjusted by Project Admins. Categories can be created and adjusted on both web and mobile, either on the Kanban view or through a task.
Tip: When you create a new project, there is an option to clone categories from an existing project (more info here: How do I clone projects?). This is a great way to save time instead of setting up your categories from scratch whenever you create a new Fieldwire project.
1. Click on New Project from the Project Dashboard home screen:
2. Enter a project name (this is a required field). From the dropdown, choose the project you wish to clone from. Once you have chosen the project, the option to "Copy" appears. Check the box next to "Copy Categories".
Note: You will also have the option to import the default Fieldwire categories.
Default Fieldwire Categories
You have the option to use Fieldwire's default categories by cloning from the sample project provided at the start of your Fieldwire account. (More information here: How do I create a project?).
Add Categories on Web
You are also able to edit or delete a category by selecting the gear icon to the right of the category. Similarly, you can add other categories to your project by selecting the "+ New Category" option at the bottom of the categories list.
Note: Categories are listed in alphanumeric order. To reorder a list, you can add a number to the beginning of the Category Name (for example, 1. HVAC, 2. Flooring, 3. Drywall, etc.)
Note: There's no limit to how many categories you can create within a project.
Add a Category from a Task
You can also add a category directly from the Task Attributes category section (more information can be found here: What are task attributes?). This can be helpful if you have created a new task that does not fit within an existing category.
More Information
Creating Tasks: Video Tutorial
Advanced Task Features: Video Tutorial