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Where can I manage categories?

bexio lets you create and manage a variety of categories. Categories can be managed for the following areas:

 

  • Contacts
  • Tasks

 

Contacts

Manage the categories either via "Settings - All settings - Master data - Categories" or directly via the quick access point under "Settings - Contact categories".

 

 

Use the "New category" button to create a new category.

 

 

If you want to delete a category, open the desired category by clicking it, then click "Delete".

Categories for tasks can be found under "Settings - All settings - Master data - Tasks: Categories".

The process described above can also be used for task categories.

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