
Using categories
Categories are managed in the list on the left side of the document. A new document always opens with a default category named ‘new category’. Click the ‘+’ (plus sign) button below the category list to add a new category. Click the Action button (‘gear’ icon) to open the control menu. Use this menu to add a category, delete a category, or open the category inspector.
You can also open the inspector by clicking on the 'Category Info' button on the toolbar.
The inspector lets you change the name of the category, the color of the category, the category description, and the formatting of the category cells.
You can also change the name of the category by selecting the name and then clicking on it again (editing in place).
By clicking on the checkbox next to the category name, you can hide all cells in that category. Hiding a category will also remove it from the Summary View.
Categories can also be organized into Category Groups. You create a category group by going to the 'File' menu and selecting 'Add Category Group'. You can then drag categories into groups by simply clicking on the category to the left of the checkbox and dragging the category over the category group.
Category groups affect the data displayed in the summary view. See the Summary View page for details.