Categories
The categories listed here relate to the categories in the Tasks filters, and tie deeply into other functionality in Outlaw Practice.
Here are the major categories, and how they relate to the rest of the system:
Client - these are tasks related to a Case. If this category is chosen, then a Cases field will also be shown with a drop-down list of cases. By selecting a case, you have now tied the time for this task to the associated Case. If you switch to this case in the Cases page, you will see this time listed in the Time Entries section.
Sales - these are tasks related to a Lead. If this category is chosen, then a Leads field will also be shown with a drop-down list of leads. By selecting a lead, you have now tied the time for this task to the associated Lead. If you switch to the lead in the Leads page, you will see this time listed in the Time Entries section.
Marketing - these are tasks related to a Campaign. if this category is chosen, then a Campaigns field will also be shown with a drop-down list of Campaigns. By selecting a campaign, you have now tied the time for this task to the associated Campaign. If you switch to the campaign in the Marketing page, you will see this time listed in the Time Entries section.
Human Resources - these are tasks related to the hiring, firing, or maintenance of employees. For example, if you spend an hour teaching your paralegal, that time would go here. Or if you are creating a job description for a new secretary, that time would also go here. Any time you spend on your employees will generally end up in Human Resources.
Administrative - These are tasks that are not related to any other major area, and the majority of tasks for a secretary or receptionist. Examples would be ordering and restocking supplies, organizing your file cabinet or dealing with vendors. This also includes time organizing your tasks for the day!
When you create a task from within a campaign, lead or case, the associated category and it's related campaign, lead or case will automatically be selected. If you create a task from the main Tasks page, you can either create a task from scratch by clicking on the Add 
buttons in each grid section, or by selecting one of the Task Templates, which can be set to automatically select a category while leaving the associated campaign, lead or case empty.
By default, a category is required for a task. If this is not desired, an administrator may turn off this requirement in Options.