That's The One

A quick overview of how Custom Categories help you organize your workflow in TTO

🆕 What Are Custom Categories?

Easily add your own categories for contacts, vendors, and budgets

➕ How to Create a Custom Category

Planners can control which categories are visible to clients to create a clearer, more tailored dashboard experience. When a category is hidden, it won’t appear in the client’s navigation or…

👁️ How to Hide a Category from the Client Dashboard

Nina Dobrev

Learn how to create, manage, and use custom categories to organize your contacts, vendors, and budgets.

🗂️ Custom Categories Guide

Find answers and get help from Intercom Support and Community Experts

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