Working with Categories

Categories can be assigned to events so that related items can be grouped together in timeline charts. When you enter information in the Category field it is automatically saved in a list of categories. As you enter more events, the program will try to auto-complete your category names with information it has saved in the list of categories.

In this article

• Assigning categories to events
• Editing categories

Assigning categories to events

To assign a category to an event:

1. Select the Event List
2. Click in the corresponding event field under Category.
3. Enter the Category name, or select it from the list of saved category names.
   

Tip: You can create a list of Category Names using the Edit Category Names dialog. Select View > Group > Categories and click the New button.

Editing categories

Using the Edit Category Names dialog, you can rename, delete or add new categories

To add categories:

1. On the View tab, in the General group, select Categories.
2. The Edit Category Names dialog will open. Click the New button.
3. Enter the category name, then click OK to confirm.

To rename or delete categories:

1. On the View tab, in the General group, select Categories.
2. The Edit Category Names dialog will open. Click on the category you wish to modify, then select the Rename or Delete button, as desired.
3. Rename or delete the category, then click OK to confirm.

Tip: You can also access the Edit Category Names dialog from the Event List. To do so, begin typing in the Category field. A list of saved category names will appear. From this list, select the Edit Category Names option.