---
title: "Task and project categories"
description: "Work types (winterisation, maintenance…) when creating a work order"
url: https://docs.starnapp.com/en/articles/194-task-and-project-categories
updated: 2026-09-29
language: en
alternates: [es]
---

# Task and project categories

Work types (winterisation, maintenance…) when creating a work order

Before we plan work orders, it helps to have the **work types** ready: winterisation, maintenance, repair, antifouling… When we open a work order we'll pick them, and the list can be filtered. In Settings there is **no** screen with this title: they are managed as **TASKS** tags. On the work-order form the field is called **TAGS**.

## How do we get there?

There are two places, and we need both:

1.  **Create the task tags:** **SETTINGS → CONFIGURATION → TAGS**, **TASKS** column. Colour and types are detailed in **Tags**.
    
2.  **Assign them to the work order:** in **JOBS**, we'll press **+**. In **NEW DOCUMENT**, with type **WORK ORDER**, the **TAGS** dropdown shows those work types.
    

The rest of the create fields is in **Create work orders**.

## How does it work?

The work-order tag classifies **the job as a whole** (maintenance, winterisation, repair…). It does not fill chapters or lines: that is a **template**.

We won't confuse it with:

-   **Task or document template:** a job already assembled (chapters, lines, checklists). See **Templates and email**.
    
-   **Contact, vessel or crew tags:** same Settings screen, **other columns**. A customer VIP is not a work-order type. See **Tags**.
    
-   **Labour / professional category:** the technician's rate when they clock time. See **Default professional category**.
    
-   **Catalog category:** the family of a spare. See **Set up catalog categories**.
    

## How do we create the work types?

1.  We'll go to **SETTINGS → CONFIGURATION → TAGS** and stay in the **TASKS** column.
    
2.  We'll add the ones the yard really uses, with a short name that admin and technicians understand the same way (maintenance, winterisation, repair, haul-out…).
    
3.  When we create a work order, we'll open **TAGS** and tick the type. If it isn't in the dropdown, it's missing from that Tags column — not from Templates or the catalog.
    

## What should we keep in mind?

> 💡 **Tip:** We'll agree on a few types and we won't create one per boat. The work order already has customer, vessel and title.

-   Renaming a tag does not magically rewrite old work orders: new ones will use the new name.
    
-   If the team filters “winterisation only” and nothing appears, either the type is not assigned on those work orders, or it used to be named differently.
    
-   A winterisation **template** (168) and the **tag** “Winterisation” complement each other: the tag classifies; the template fills the content.