Manage Categories and Sections

Before document subtasks can be added to tasks, document categories and sections must be assigned to the schedule template.

Asign categories and sections to a schedule template:

1. Navigate to the Schedule Templates page.

2. Click the menu stacks button next to the desired template.

   Then, click Manage Categories or Manage Sections.

   A new window appears.

3. Click select next to the desired categories or sections.

4. When complete, click Submit.