Categories are useful for organizing tasks and events.
Assigning a Category
Categories can be assigned to new and existing records. Double click an item to open it and select from the Categories drop-down list.
This list shows all available categories in the database.
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A Category can also be assigned (or changed) by right clicking on an event or by choosing Edit -> Category from the main menu. |
Editing Categories
To edit or extend the default set of categories, open an event and Manage Categories from the categories list.
Actions in the categories edit dialog are:
Add - adds a new category.
Delete - deletes selected category(ies).
Move Up/Down - allows to change the order of categories in the drop-down list.
Color - sets a color for selected category.
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If you are unable to find the button with three dots near Categories drop-down menu, you're either using a Free version of EssentialPIM (check your version in Help -> About) or you are using the Business version and you don't have enough rights to edit categories. Refer to the administrator or if you have access to the admin account, login under SYSDBA user and adjust the rights under Tools -> Users. |
