This guide explains how to **create a new Task Category** and assign the User Groups and/or specific users who should be responsible for tasks and requests for that category. For a feature overview, see [[Task Categories Overview]]. --- ## Prerequisites - You must be part of a [[User Groups Overview|User Group]] that has access to manage Task Categories - The **User Groups** you want to assign as responsible already exist. To create custom groups, use the **User Groups** section in administration. For background, see [[User Groups Overview]] --- ## Steps to Create a Task Category 1. Go to **Administration** 2. Click on **Global settings**. 3. Click on the **Tasks** tab. 4. In the Task categories section click the **Create** button. 5. Enter a **name** for the category (for example, *Complaint*, *Maintenance Request*, *Concierge*). 6. Assign responsible parties — choose either or both: - Select one or more [[User Groups Overview|User Group]] that will be responsible for this category, **and/or** - Select one or more **specific users** that will be responsible for this category. 5. Save the category. The new Task Category is now available everywhere a category is selected: - When a user submits a **Request** in this category, the responsible users and groups are notified and assigned to a [[Tasks Overview|Task]]. - When a new [[Creating Tasks|Task is created]] with this category, the responsible users and groups are notified and assigned. --- ## Tips - **Name categories the way users think.** Use plain, recognizable names so residents pick the correct category when submitting a request. - **Combine groups and individuals.** You can assign a User Group plus one or two specific users — for example, the *Maintenance* group plus the building manager. - **Keep the list focused.** A small, clear list of categories is easier for users to navigate than a long one. ---