Lookup Metadata
Use Lookup Metadata to maintain Task Categories (jobs and tasks) used in timesheets.
Overview
Lookup Metadata opens the Task Categories workspace. You define category (job) columns and the tasks nested under them.
| View | Purpose |
|---|---|
| Active | Current categories and tasks |
| Deleted | Soft-deleted items you can restore |
Predefined items are marked Predefined. Organization-created items are marked Customized.
This area is different from App Productivity, which classifies applications rather than timesheet jobs.
How to access
Settings → Lookup Metadata
Then open Task Categories and switch between Active and Deleted.
Lookup Metadata is not listed on the main menu. If you do not see it under Settings, ask your administrator for access.
What you can do
- Create a new category (job) column
- Add tasks under a category
- Edit category and task names inline (changes apply when you leave the field)
- Delete a custom category or task after confirmation
- Restore items from the Deleted view
- Rearrange items where drag handles are shown
Predefined items cannot be deleted in the usual way. The product shows a confirmation-style message instead of removing them.
Step-by-step workflow
- Open Settings → Lookup Metadata.
- Choose New Category, enter a name, then leave the field.
- Under that category, add tasks and enter names.
- Edit a category or task name inline, then leave the field.
- Delete a custom category or task and confirm.
- Open the Deleted view and restore an item if needed.
Expected result
New categories and tasks appear in the Active view. Edited names update after you leave the field. Deleted custom items move to Deleted. Restored items return to Active with a success message.
While the page loads, placeholder cards appear. An empty list shows a no-data message.
Common validations
| Situation | What you see |
|---|---|
| Blank task name | Task name is not valid. |
| Duplicate task in the same job | Task name already exists. Please try with different name. |
| Blank category name | Category name is not valid. |
| Duplicate category | Category name already exists. Please try with different name. |
| Delete a predefined item | A message instead of delete |