Tip #2: MAKING THE MOST OF TASK CATEGORIES

Alison Groves
Feb 16, 2017 · 2 min read

The team at Blue Stripe Creative, longtime Highrise users, recently shared with us a unique way they use task categories.

“We use the color codes to designate the part of the process we are in,” owner Rich Seidel told us. “Blue means its in the creative process, I need to be on my laptop to do that. Grey means either on onboarding or pricing, we call it the grey area, before there’s any work to be done with the client. Green means go, as in it’s ready for production in print.

I can also keep track of everything that is in production in Highrise so if a client calls, I can let them know exactly where things are.”

Task categories can be used in any way you need them to, the Blue Stripe team came up with a great use for their specific workflow. Here’s a quick look at how to set up and edit task categories in Highrise.

Step-by-step

  1. Click on New Task from the top of any Highrise page.
  2. Select Edit categories.
Image for post
Image for post

3. Add a new category, or edit one of the pre-existing categories Highrise provides.

4. When a new category is added, click on the color dropdown to select a different color.

Image for post
Image for post

5. Repeat to set up as many task categories as you like.

If you have any questions, or want some help brainstorming task uses, reach out to us anytime.

Highrise

Ideas and development from the team at Highrise…

Alison Groves

Written by

Customer Champ at Help Scout. Amateur homebrewer and vinyl collector. Semi-pro sports yeller. Professional helper. alison@helpscout.com

Highrise

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

Alison Groves

Written by

Customer Champ at Help Scout. Amateur homebrewer and vinyl collector. Semi-pro sports yeller. Professional helper. alison@helpscout.com

Highrise

Highrise

Ideas and development from the team at Highrise (http://highrisehq.com)

Medium is an open platform where 170 million readers come to find insightful and dynamic thinking. Here, expert and undiscovered voices alike dive into the heart of any topic and bring new ideas to the surface. Learn more

Follow the writers, publications, and topics that matter to you, and you’ll see them on your homepage and in your inbox. Explore

If you have a story to tell, knowledge to share, or a perspective to offer — welcome home. It’s easy and free to post your thinking on any topic. Write on Medium

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store