Document categories

To create or edit document categories in OpenProject, navigate to Administration → Files → Categories. Here, you will see all existing values. You can adjust the items within the list by using the options behind the More (three dots) menu on the right side. You can also rearrange the order by using the drag-and-drop handle on the left.

Documenta categories overview in OpenProject administration

Create new document category

To create a new document category, select the + Add button in the top right corner.

You can then enter a name activate it. Press the Save button to save your changes.

Create new documentation category in OpenProject

Edit or remove document category

To edit an existing category, either click on the name directly or select the Edit option from the More (three dots) menu on the right end of the row.

Edit a documentation category in OpenProject administration

To remove a document category, open the More (three dots) menu on the right end of the row and click on the delete icon.