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

To manage Workflow step 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.