Manage categories

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InLoox PM Web App uses its own category list for the projects. The list has following advantages:

To manage a category, do the following:

  1. Open the InLoox PM options.
    For more information on how to open the InLoox PM options, see Open the InLoox PM options.
  2. Click General options in the navigation pane.
  3. Click Categories on the Ribbon. Below you see the Categories area:

  4. Do one of the following:
    • Insert a new category in InLoox PM Web App by clicking New. In the New Category dialog box, in the Name box enter a name.
    • Change the name of an existing category. Choose one category from the list and click Edit.
    • Remove a category from InLoox PM Web App by clicking Delete.
  5. Click Save & Close in the navigation pane to save the changes.

  Effects of editing or deleting a category: