All Collections
How do I change task categories?
How do I change task categories?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

Yes, you can edit, delete and reorder your task categories within your Wealthbox settings.

  1. Navigate to the three dots in the upper right corner of Wealthbox > Settings

  2. Click on “Task Categories” under Workspace > Customizations

  3. You can edit the name and change the colors to easily differentiate the categories. You can also delete or reorder the list.

Did this answer your question?