Creating & Managing Categories

Creating & Managing Categories

Categories group your planning boards into logical sections. Use them to separate different areas of planning — strategy, marketing, operations, etc.

Creating a Category

1. On the Planning page, click + New Category.
2. Enter a category name (e.g. "Marketing Plans").
3. Click Save. The category appears in the left sidebar.

Editing a Category

1. Click the pencil icon next to the category name.
2. Update the name and click Save.

Deleting a Category

• Click the trash icon next to the category.
• Important: You can only delete a category if it has no boards assigned to it. Move or delete all boards in the category first.

Troubleshooting

• "Cannot delete category" — Ensure all boards within the category have been moved or deleted first.