In Reports.re, each card and task must be assigned a type. While the platform includes default types, there may be times when the existing options don’t fully suit your needs. Thankfully, you can add new Card Types and Task Types from the "Categorization" menu, giving you more flexibility to organize your workspace.
1. Open the Categorization Menu
- Go to Workspace Settings from the left navigation panel and select Categorization.
2. Add or Create a New Card Type
- Select the "Card Types" section.
To add a type, you can either:
- Select one from the existing list.
- Or, click the "Create" button to add a new one.
After clicking "Create":
- Enter the name of your new Card Type in the input field.
- Click "Add" to save it.
3. Add or Create a New Task Type
- Select the "Task Types" section.
To add a type, you can either:
- Choose from the existing list.
- Or, click the "Create" button to make a new one.
After clicking "Create":
- Type the new Task Type name.
- Click "Add" to confirm.
4. Use the New Types in Cards and Tasks
Once the types are added:
- To use the new types, open any card—either while editing or creating a new one.
- In the "Card Type" section, you’ll now see the custom types you added.
- The same applies to tasks: your new Task Types will appear in the "Task Type" section during task creation or editing.
