Task categories group your tasks so volunteers see them in a structured, logical order. Every task belongs to a category, and the category determines when and how it appears in the volunteer's task list.
Default categories
Volaby starts with two default categories:
Onboarding — tasks volunteers must complete during sign-up before they're activated. These appear first in the volunteer's task list and are required to complete the onboarding process.
General — tasks that sit outside onboarding. These appear after onboarding tasks and can be ongoing requirements or optional extras.
Creating a category
Navigate to Task Management
Click Add Category
Enter a name and optional description
Set the order (controls where it appears in the volunteer's task list)
Save
Managing categories
You can rename, reorder, and delete categories from Task Management. Deleting a category does not delete the tasks inside it — they'll need to be moved to another category first.
How categories affect volunteers
Tasks are displayed to volunteers grouped by category, in the order you've set. Onboarding tasks must be completed before the volunteer is activated. General tasks are available after activation and can be completed at the volunteer's own pace.
Cross-links
Designing Your Volunteer Application — for how categories fit into the onboarding flow
Completing Your Tasks — the volunteer-facing view of their task list