Detailed Description
- Overview Project Categories in Futex CRM allow you to classify and organize projects based on business needs, departments, or service types. Proper categorization helps teams manage projects efficiently and improves filtering, reporting, and overall visibility.
- Why Project Categories Are Important Project Categories make it easier to group similar projects and apply consistent workflows. They help businesses track performance across different project types and ensure better organization within the CRM. How to Create a Project Category Log in to Futex CRM with administrator access Navigate to Configuration → Project Categories Click Add New Category Enter the Category Name Add a Description (optional) Set the Status (Active/Inactive) Click Save The new project category will now be available across the CRM. Editing a Project Category To update an existing project category: Go to Configuration → Project Categories Select the category you want to modify Click Edit Update the required details Save your changes All updates are applied instantly across related projects. Deleting or Disabling Project Categories If a category is no longer required: Disable it to prevent future use while keeping historical data intact Delete it only if the category is not linked to any existing projects Tip: Disabling is recommended to maintain data consistency. Where Project Categories Are Used Project Categories are commonly used in: Project creation and management Filtering and searching projects Reports and analytics Workflow organization Best Practices Create clear and meaningful category names Avoid creating duplicate or overlapping categories Review categories periodically to keep them relevant Disable unused categories instead of deleting them Frequently Asked Questions (FAQs) Can I edit a project category after projects are assigned to it? Yes, you can edit category details without affecting existing projects. Will deleting a project category remove related projects? No, but deletion may be restricted if projects are linked to the category. Who can manage project categories? Only users with administrative or configuration permissions can manage project categories.
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