Although Project Categories is an optional setting, we recommend that Office Admins define Project Categories beforehand in order to track what type of business you handle and what type you do not handle or lose business in. This is handy for Project Managers for reporting purposes and may help improve their sales strategy.
Have a think about what your business offers and can offer and what your customers usually book or request. Office Admins can name the category options themselves. Here are some examples of common project categories:
- Flight only
- Accommodation only
- Registration form only
If you decide to enable project categories, Project Managers will be prompted to choose one of these options when creating their project.
If you choose not to define Project Categories, this option will not be visible to Project Managers when creating and editing projects.
FIND PROJECT CATEGORIES
Just head to Office --> Project Categories.
CREATE, EDIT OR DEACTIVATE PROJECT CATEGORIES
Below is where you can create new project categories, by filling in the name of the category in the white box and clicking add. You can edit existing categories by clicking the name of the category. You are able to deactivate categories if they are no longer required, by clicking the red symbol. If deactivated, these categories will not be available for selection in new projects. If a category is not in use, Qondor will simply delete it instead of deactivating it.
💡 Good to know: Use the filter 'Active/All' to view all items, including deactivated.
So you see, it's so simple to set up and manage, and can be very helpful for your business!