Skip to main content
All CollectionsTasks
Can I customize task categories?
Can I customize task categories?
Wealthbox Team avatar
Written by Wealthbox Team
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?