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 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 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 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 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 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.