Introduction
The Productivity Categories screen allows you to create custom productivity categories so that you can use them with the Productivity Profiles' Classification Rules or to classify activities on the BI Reports > Applications & Websites. You can access it from the CONFIGURE> Productivity Categories menu.
From the Productivity categories screen, you can view, search, create, edit and archive productivity categories.
Viewing, Filtering and Searching for Productivity Categories
1. Select a filter from the Show list to view categories by All/Archived/Active.
2. You can use the Search field to search for matching categories.
3. Categories matching the filter or search criteria will be displayed under the Categories list.
Creating A New Productivity Category
1. Click the ADD NEW CATEGORY button. The top portion of the screen will change:
2. Enter the name for the category in the Name field.
3. Click the CREATE CATEGORY button to save the category.
4. Click the X button to cancel the process.
5. A color code will be automatically assigned to the category. If you want to change it, click the Color box. Enter an HTML color code (hexadecimal) in the Color field or click on the color spectrum pop-up box to pick a color:
7. click Edit Category on the right to apply the changes.
Editing/Archiving/Unarchiving A Productivity Category
1. Click the Pencil icon next to a category to edit it then click Edit Category on the right to apply the changes. The edit process is very similar the Create process, see the Creating A New Productivity Category above.
2. Click the Lock icon next to a category to archive it. The category will turn into a dimmer color to indicate it's archived (only visible if the Show filter is set to All or Archived). Archived categories will not be displayed on the BI report's classification profiles list. And it will be shown as '(Archived)' on the Productivity Profiles' Classification Rules.
3. Click the Restore icon to unarchive/restore a category.