Create a Card Category:

Step 1: Go to the settings wheel in your left hand tool bar and then move across to the second option 'Card Categories"




Step 2: Here you can add (+ icon in the top right of the screen) then choose what type of card it is (Generic, Location, Person, Applicant), name it, choose a colour and link fields. Hit "Add and Close" when you are finished. 



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Edit an existing Card Category:


Step 1: Hit the settings wheel in your left hand tool bar and then move across to the second option 'Card Categories"


Step 2: Choose the category you're wanting to edit and double click on the name. Rename it by typing directly into the text box. You will have a 200 character limit. 



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