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Families

Families
You can use color codes called families (or categories) to help you find your way around your projects, appointments and tasks.
It’s up to you to determine which color matches what. Use the “Configuration” function to do so.

Families (categories)

By Configuration, Families

In our software, you can use color codes called families (or categories) to help you find your way around your projects, appointments and tasks. It’s up to you to determine which color matches what.

To do this, go to your calendar.

Collabox horizontal menu

Click on Categories (Families) in the left menu.

Collabox vertical menu

You will arrive on the page Configuration of calendar categories (Families). Category colors are determined by default. However, if you want to change them, you can click on the white boxes under the section Color . Next, name the categories and then determine if these are billable hours or not. Push the button Record at the bottom of the page to finalize the changes.

Note: The box Non-billable is mainly used to view, in the tab Listing of the calendar, the total of the hours billed and those that are not billed.

Page Configuring calendar categories (Families)

Your families, once created, will be found in the following three forms: projects, appointments and tasks. If, for example, you create a project and assign it the category In progress , green in color, your project will be displayed in green in the calendar. The same goes for appointments and tasks.

Project form

The project will appear in your calendar as follows:

Calendar of projects

With families, you will find more quickly what you are looking for and better visualize your different occupations. They will become a particularly pleasant tool to use.

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