Task categories group related tasks together, making it easier to understand what type of work is being done. For example, separating “Client Follow-Up,” “Compliance,” and “Internal Admin” tasks gives users a clear view of their responsibilities.

Categories enable better reporting. You can analyze how much time is spent on each type of task, which is helpful for identifying bottlenecks, reallocating resources, or justifying where your team’s time goes.

Using Task Categories to track client work

Task categories make it easier to organize and identify the specific actions or activities you’ve completed for a client. By grouping tasks into meaningful categories such as account services and client services, you create a clear record of your efforts and interactions. This organization not only helps you stay on top of ongoing responsibilities, but it also becomes especially valuable when preparing for review meetings. With categories in place, you can quickly filter and reference completed work, highlight the value you’ve provided, and ensure nothing important is overlooked in discussions with your client.

To manage Task Categories:

1. In the top-right corner, click the three stacked dots (⋮) and select “Settings.”
2. Select "Customizations" in the sidebar.
3. Select "Task & Workflow Step Categories" under Customize Data.
4. Here you can:

• • • • Create a new category.
      • Edit the name of an existing category.
      • Change category colors for easy differentiation.
      • Delete categories.
      • Reorder the category list as needed.

Category-based Custom Fields for Tasks

Category-Based Custom Fields, available on the Wealthbox Premier and Enterprise plans, make it easier to manage your tasks by showing only the custom fields that matter for each task category. For example, if you create a “Client Review” task, you’ll only see fields relevant to client reviews, while a “Tax Planning” task will show different fields. You can set up which fields belong to which categories in your Wealthbox settings, giving you full control. This feature helps keep your tasks clean and organized, reduces clutter, and ensures you always have the right information at hand, making it easier to track progress, collaborate with your team, and stay focused on what matters most.

See: How to Use Category-Based Custom Fields How To Video