Project Categorizations

Learn how to create, add, and organize Categorizations on your project

At the project level, you can create new Categorizations that are specific to your project, or you can add existing company standard Categorizations that have been created by your Join company administrator at the company level. Once you've created and added the necessary Categorizations to your project, they can be organized in your preferred order.

Creating a Project Categorization

To create a custom Categorization in your project:

1. Click the Settings tab in the top navigation bar
2. In the Categorization section, click the Manage Categorization button
3.  Click the + Create New button in the lower left corner 
4.  Enter the Name of the Categorization
5. Enter a Description for the Categorization (optional) 
6. Add Categories to the Categorization by importing a list, or creating them manually
7. Once the Categories are added click the Create button

Adding Company Standard Categorizations to a Project

To add company standard Categorizations to your project:

1. Click the Settings tab in the top navigation bar
2. In the Categorization section, click the Manage Categorization button
3. Check the boxes of the Categorizations you would like to add
4. Click the Confirm Selection button
   

Reordering Project Categorizations

After you've created your project categorizations and added standard Categorizations to your project, they can be organized in your preferred order by dragging and dropping them in the Categorizations section of the Settings tab using the icon. The order that you set the Categorizations in will also change the order that they are displayed in group, sort, and filter lists throughout Join. This is great for keeping the most important Categorizations at the top of the list.