Task Categories

Task Categories provide hierarchical classification structures for organizing tasks into high-level groupings. They support workload analysis, budget allocation, and performance measurement across service delivery streams.

Creating Task Categories: Create Category-level classifications with descriptive names and codes (for example, "Reactive Maintenance", "Planned Maintenance", "Projects", "Compliance", "Customer Requests"). You can then optionally create Sub-Categories beneath them (for example, under "Reactive Maintenance": "Emergency Repairs", "Routine Repairs", "Defect Corrections") by setting the Level field and Parent Category relationship.

Practical Example: Establish a "Building Services" category with sub-categories for "HVAC", "Plumbing", "Electrical", and "Lifts". This enables granular filtering when analysing maintenance spending by building system type.

Associating with Contracts: Task Categories must be associated with Contracts to become available for use. Navigate to the Associated Contracts sub-navigation to assign the categories to relevant contracts, enabling users working under those contracts to apply the categories to their tasks.

Key Benefits:

Workload Analysis - Report on task volumes and costs by category to identify high-demand service areas
Budget Management - Allocate maintenance budgets across categories like Reactive vs Planned work
Performance Measurement - Track KPIs separately for different service delivery streams
Operational Planning - Forecast resource requirements based on historical category volumes

Settings > Tasks > Task Categories

The link will open the Task Category grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Task Category click New , to edit an existing Task Category click Edit . A pop up window will appear which will allow the creation or amendment of a Task Category.

Click to view - Task Category Fields and Descriptions

Field Name	Description
Category	The description of the Task Category.
Code	The code of the Task Category.
Level	Available from 7.0.0.0 Select the relevant value from the drop-down: Category Sub Category
Parent Category	Available from 7.0.0.0 Optionally, select an appropriate Task Category to be the parent Task Category for the current record. The parent/child Category hierarchy created can be made visible within Task Category auto-completes throughout MRI Evolution by enabling the Enable Hierarchical Auto-Completes option in the General Preferences page.

Complete the fields and click Save . Once the Task Category header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Associated Contracts