How do I edit the set of Work Categories in my account?

Understanding that the set of Work Categories that are useful from one account to the next may vary, we made it incredibly simple to modify the set of categories that appear in your account. Here's how you do it:

Open the dropdown menu in the upper right corner and click "Customizations."

Then, depending on what action you want to take, you'll either:

1. Click "Add" to create a new category
2. Click an existing category's ellipsis menu then "Edit" to rename it
3. Click an existing category's ellipsis menu then "Delete" to delete it. In this workflow, because deleting a category is permanent and cannot be undone (and related information will be lost), you are given the option to replace the category with a different one.

Here are the 3 options in a brief gif: