Categories allow you to manage your offboarding tasks, and can be selected when you create or edit an offboarding task.

  1. Click on your name on the top right, then click Settings.

  2. On the the settings menu click Offboarding, then click Categories.

  3. Click Add category.

  4. Enter a title, and if required a description, then click Save.

Once created the categories are listed and you can see how many Tasks have been assigned to that category.

Return to Set up Offboarding

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