Categories

Categories are kind of like labels for your time entries. They can be used to create an extra layer of information. Every new Tracket installation starts with two categories; a billable and a non-billable category. You can use these, or change them and add new ones. In the Tracket menu, categories can be found at the bottom of the page under Admin > Time entry template.

Create a category

1. Click on + New category.

2. Fill in the name of the category.

3. Either press or click outside the input field to update the name.
4. Click on the colored circle to pick another color.

5. Click on the checkbox to make the category (non-)billable. Learn more about billable hours ➜

6. Click and hold the to move the category in the list.
7. Click on Save changes.

Edit a category

1. Click on the name of the category to show the input field.

2. Change the name of the category.

3. Either press or click outside the input field to update the name.
4. Click on the colored circle to pick another color.

5. Click on the checkbox to make the category (non-)billable. Learn more about billable hours ➜

6. Click and hold the to move the category in the list.
7. Click on Save changes.

Tip

Changes made to the category name and color will apply to all time entries that use the category. After making a category billable, from that moment on, billable hours have to be filled in for every new time entry, and when you edit an existing time entry with that category.

Delete a category

1. Find the category your want to delete.

2. Click on the bin.

3. In the modal, click on Delete category.

4. Click on Save changes.

Important

Deleted categories are removed from the select in the time entry forms, but are still visible on existing time entries with that category. Changes can still be made to the time entry, but you cannot use bulk actions on them. Deleting the last category will mark the category field as non-required.