In your Wealthbox settings, you can create new task categories, edit or delete existing ones, and reorder them as needed.

1. In Wealthbox, navigate to the three dots in the upper-right corner and select Settings > Customizations.

2. Under the "Workspace" column, choose Task & Workflow Step Categories.

3. 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.