To add or edit task categories, go the Account Settings screen and click Edit Settings. Go to the Calendar tab and click Task Categories.
Adding a Task Category
Once in the Account Settings screen, click the black 'Edit Settings' button then go into Task Categories.
Click on the Add Category button to add a task category. Enter the name of the category within the "Category" field.
Automatically repeating tasks
If you'd like to automatically create follow-up tasks, fill in the "Repeat Every" fields. For example, if you'd like a task to be completed every year, enter 1 in the blank and select "year" from the dropdown. Now, when completing this task, a new task will be created one year from the date of completion.
You can also track any additional information by setting up custom fields. To add a new field, type of the name of the field in the "New Field..." box and hit "Enter" on your keyboard. Now, decide what type of field you want: Short Text, Long Text, Dropdown, Radio Buttons, or Checkbox. If you'd like to require your staff to fill in that field when completing the task, turn on the "Required" checkbox.