Give work a shared shape.

Open Settings → Categoriesand add the small set of labels your organisation uses to describe work. Rename a category inline or change its colour without changing the work attached to it.

Apply categories through templates so new opportunities and tasks start with the right context. Use the same categories for miscellaneous time so planning and effort reports speak the same language as the work itself.

A durable category list lets teams group opportunities, compare delivery effort, and review where capacity is going. Keep it small and meaningful; categories are for operating decisions, not a second tagging system for every detail.