Manage Action Categories

Action categories help you organize and filter work orders in Zeltask. Create categories that match your operational structure to improve visibility and task management.

Before You Start

• You need Admin permissions to manage action categories
• Categories apply organization-wide to all users

Accessing Action Categories

1. Click Settings in the sidebar
2. Under Organization Settings, click Actions

[Screenshot: Organization Settings menu with Actions selected]

What Are Action Categories?

Categories are labels you assign to actions (work orders) to group related tasks. They help teams:

• Filter actions — View only the work that matters to a specific area or team
• Organize work — Group similar tasks for better planning
• Track performance — Report on actions by category

There is no limit to the number of categories you can create.

Examples of Action Categories

Category Type	Examples
By area	Production, Packaging, Warehouse, Utilities
By type	Preventive, Corrective, Emergency, Improvement
By system	HVAC, Electrical, Plumbing, Refrigeration
By priority	Critical, Routine, Planned Shutdown

Creating a Category

1. In the Actions settings section, click Add Category or +
2. Enter a Category Name
3. Optionally, add a Description to clarify the category's purpose
4. Select Responsible People — these users will be notified when actions are created in this category
5. Click Save

[GIF: Creating a new action category with responsible people]

The category is now available when creating or editing actions.

info

Responsible people receive notifications about activity related to actions in their categories. This helps ensure the right team members stay informed about relevant work orders.

Editing a Category

1. In the Actions settings section, locate the category you want to edit
2. Click the Edit icon or the category name
3. Update the Category Name, Description, or Responsible People as needed
4. Click Save

[GIF: Editing an existing category]

Existing actions using this category will reflect the updated information.

Deleting a Category

1. In the Actions settings section, locate the category you want to delete
2. Click the Delete icon
3. Confirm the deletion

[Screenshot: Delete confirmation dialog]

Note: Consider what happens to existing actions using this category before deleting. Review your actions list first.

Tips

• Start with broad categories and add specific ones as needed
• Use consistent naming conventions (e.g., all areas, or all task types)
• Limit categories to what your team actually uses — too many can reduce clarity
• Review categories periodically and remove unused ones

Best Practices

Do	Avoid
Create categories that match how your team thinks about work	Creating too many overlapping categories
Use clear, descriptive names	Using abbreviations that not everyone understands
Review and consolidate categories over time	Leaving unused categories cluttering the list