View a task category record

Applies to User Roles:

System Administrator

You can view a task category record to view the settings for a task category. The task category record also includes a graphic workflow of the phases associated with the category.

To view a task category record, follow these steps:

  1. Click Change Management > Tasks > Task Categories.
  2. Use search or advanced search to find one or more records.
  3. Click a Task Category record to view its detail.