Service Categories

Categories group your services, like Design, Development and Support. They make a long list easier to search. A service can be in more than one category.

Add a Category

1. Go to Services and open the Categories tab.
2. Click Add Category.
3. Enter a Category Name.
4. Optional: add a Description.
5. Click Create Category.

You can also make one while adding a service. Under Categories (Optional), click Add New Category.

Put a Service in a Category

1. On the Services tab, click the pencil icon next to the service.
2. Under Categories (Optional), check each category it belongs to.
3. Click Update Service.

Edit a Category

1. On the Categories tab, click the pencil icon next to it.
2. Make your changes.
3. Click Update Category.

Delete a Category

1. Click the trash icon next to it.
2. Confirm.

Deleting a category doesn’t delete its services. They just lose that category. Changed your mind? Click Undo right after.

Find a Category

Type in Search categories… on the Categories tab.

On the Services tab, Search services… also matches category names. Type Design to see every design service.

Who Can Do This

On a Team plan, editing or deleting categories needs the Workspace settings permission, as well as Manage services. See Roles and Permissions.

Related

• Creating and Editing Services
• Expense Categories