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Categories

A category allows you to group your series together in a way that makes sense to you. This same grouping is also displayed for your actions on the My action items page. The category is specific to you, and not visible by other users.

Each workspace you have access to will have a category called “Meetings”, and any meeting you are invited to will go into the “Meetings” category in that workspace by default. When you create your own meeting, you can choose the name of the Category.

For an explanation of the features of categories, refer to the categories section of our arranging meetings help guide.

Adding categories


After navigating to the schedule dashboard or series dashboard, type your new category name in the Add a category box at the bottom of the left panel, and press enter.

Additionally, you can create a new category by moving an existing meeting - refer to the section Moving meetings between categories in this help guide.

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Naming categories


After navigating to your category using the schedule dashboard or series dashboard, change your category name by clicking the category heading or choosing rename from the action menuaction menunext to the category heading in the right panel. Press enter after you have finished typing to save the change.

Category heading

You can change the name of the Meetings (default) category, however next time you are invited to a meeting, a new Meetings category will be created automatically for you.

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Changing the category color


After navigating to your category using the schedule dashboard or series dashboard, change your category color by clicking the existing color next to the category heading in the right panel.

Category color

Tip: Using the grey color for a category means the highlight will not display in the dashboards.

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Moving series between categories


A series or one-off meeting can be moved into a different category via the categorycategoryicon under the meeting name in the right panel of the meeting details page.

Category heading

Move the series to a new category by typing it in the list and pressing enter, or you can move the meeting to an existing category by clicking it.

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Deleting categories


After navigating to your category using the schedule dashboard or series dashboard, delete your category by choosing delete from the action menuaction menunext to the category heading in the right panel.

All existing series and meetings, including archived series and meetings, must be moved to another category before it can be deleted.

  1. Make sure you have no meetings including archived meetings.

    When the category has only archived meetings, it will show the placeholder that says “There are only archived meetings in this category”. Then you can click the “show archvied” button and it’ll filter archived meeting to seek exsiting archived meeting for you.

    Empty category but only archived meeting placeholder


  2. Move the series to another category

    To empty your category, you’ll be requried to move the series to a different category.

    Refer to the Moving series between categories section in this help guide.



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