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Why can't I see Task Categories?
Why can't I see Task Categories?

Custom Roles can affect if users can see created Task Categories.

Liz Splain avatar
Written by Liz Splain
Updated over a week ago

You belong to a workgroup managed by your molti administrator.  You've been told there are "Task Categories" that can be applied to tasks, but the drop down is blank.  Let's help you troubleshoot! 

  1. Confirm you are in the correct workgroup.  "Task Categories" are specific to the workgroup where they were created; they are not transferable across workgroups.

  2. Confirm you have the correct access.  If you have a built in role (Read, Read/Write, Full, Admin) you should have the ability to 'see' the categories.  If you've been assigned a "Custom Role" that could be the issue.  You will need to reach out to your Company's molti administrator to determine your role.

Read more about roles here.

Okay, I have a custom role and can't access "Task Categories", now what?

Your company admin will need to adjust the current role applied to you or create a new one.

To create a role with "Task Category" permissions:

  1. Go to the Setup Menu  in the left-side navigation menu.

  2. Go to the Roles  page and select the + Add  button.

  3. Name your role and toggle the Type to Setup Based Roles .

  4. Select the permissions you would like to grant for 'Task Categories'.

  5. Select Create .

  6. Go to the Setup Menu  and open the Users  page.

  7. Click the user's name and select the new role from the drop down menu.

  8. Select Save .

  9. Instruct the user to logout and sign back in to molti.  They should now have access.

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