Step-by-Step Guide to Configuring and Adding Project Categories in Your Dashboard Settings

6 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Settings" to Access Configuration Options

  • Navigate to the left sidebar of the dashboard.
  • Click on the Settings link highlighted in red.
  • This will lead you to the settings configuration page for further adjustments.
  • Ensure you have the necessary permissions to access this section.

Step Image

STEP 2: Click on "Project Settings" to Access Configuration Options

  • Navigate to the "Project Settings" section in the left sidebar.
  • Click on the "Project Settings" link to open the relevant configuration options.
  • Ensure you have the necessary permissions to access this section.
  • Look for any required fields marked with an asterisk (*) in the settings form.

Step Image

STEP 3: Select "Project Category"

  • Click on the "Project Category" tab to access the relevant settings.
  • Ensure to review the options available under this category.
  • Look for any required fields marked with an asterisk (*).
  • Prepare to proceed to the next step by clicking on "Add Category".

Step Image

STEP 4: Click on "Add Category"

  • Navigate to the "Project Category" section.
  • Locate the Add Category button highlighted in red.
  • Click on the Add Category button to proceed.
  • This will allow you to enter a new category name in the next step.

Step Image

STEP 5: Enter Category Name

  • Click on the highlighted area labeled "Category Name" to input your desired category.
  • Ensure the field marked with an asterisk (*) is filled, as it is required.
  • Type the name of the category you wish to create.
  • Proceed to the next step by clicking the "Save" button.

Step Image

STEP 6: Click on "Save" to Finalize Category Creation

  • Ensure all required fields are filled, especially the "Category Name" marked with an asterisk (*).
  • Click the "Save" button located at the bottom right of the dialog to save your new project category.
  • Review any confirmation messages that may appear after saving.

Step Image

Share this page