Last updated 2026-09-15
Categories, work types, and departments
Each event gets two orthogonal classifications plus an optional department attribution. The starting values are below; admins can customize them per-company at /admin/taxonomy (sidebar: Categories & depts).
Editing the lists
- Add — type a new value, click Add. Available immediately in every dropdown.
- Deactivate — hides from new entries; existing events keep showing it (no rewrite).
- Reactivate — re-enables a previously deactivated value.
To rename a value, add the new one and deactivate the old. Bulk-correct existing events from the team admin page if you need historical consistency. Changes affect My Day, /events/mine, reports, manager review, classification rules, and the AI auto-classifier — all read your current company list.
Category — what kind of work was it?
Fixed enum:
| Category | Meaning | Example |
|---|---|---|
analysis |
Deep thinking, modeling, calculations | CFD simulations, financial modeling |
design |
Creating or editing deliverables | CAD drawings, slide decks, proposals |
documentation |
Writing docs, reports, wikis | Tech docs, SOPs, knowledge base |
meeting |
Scheduled or ad-hoc calls/meetings | Teams, Zoom, phone calls |
communication |
Email, chat, messaging | Outlook, Slack, Teams chat |
admin |
Internal operations | Expenses, HR, IT tickets, billing |
research |
Exploration without clear deliverable | Reading papers, competitor research |
content |
Marketing / content creation | Blog posts, social media, graphics |
prospecting |
Pre-sales, lead gen | Demos for prospects, outreach |
pipeline |
Active deal management | Proposals, scoping calls |
training |
Learning, courses, onboarding | Certifications, company training |
off_time |
Not actively working | PTO, sick leave, holidays |
unclassified |
Not yet categorized | Pending review |
Limiting a category to some departments
Some categories only make sense for one team, such as solver_development for
engineering or Social Media for marketing. On /admin/taxonomy, click
all departments under a category and tick the departments that should see
it. Everyone else stops being offered it in My Day and on their events page,
and the AI classifier stops putting their activity into it. Tick nothing to
offer it to everyone again.
It's matched against each person's Department on their profile. Events that already carry the category keep it, and admins and reports still see every category.
Work type — how does this affect billing?
Starting values:
| Work type | Meaning | Counts as |
|---|---|---|
billable |
Time the client pays for | billable |
internal |
Internal work, not billable | internal |
revenue |
Revenue-generating but not client-billable (e.g., commission work) | internal |
off |
Off-time (vacation, holiday, sick) | off |
training |
Paid training time | internal |
unclassified |
Not yet categorized | internal |
"Counts as" — the name is yours, the arithmetic is fixed
Work types are free-text labels you can rename or extend, so the reports can't rely on the name to know what to add up. Each work type therefore carries a counts as class — set from the dropdown beside it on /admin/taxonomy — and that class is what the reports, utilization and capacity actually total:
| Counts as | Effect |
|---|---|
| billable | Goes into the Billable column and billable-hours KPIs |
| internal | In the total hours, out of the billable column |
| off | Not work — excluded from hours totals and utilization |
If you add a work type such as client-support or retainer, set its class to billable or it will be treated as internal by default. Existing work types were classified automatically on upgrade (billable → billable, off → off, everything else → internal), which matches how the reports already treated them.
How they combine
A single event has one category and one work type. Examples:
- "Building a client slide deck" →
category=design,work_type=billable - "Team standup" →
category=meeting,work_type=internal - "Attending a conference" →
category=training,work_type=training - "Doctor's appointment" →
category=off_time,work_type=off
Who decides these values
- Admin rules (instant, deterministic) — patterns like "app=Outlook.exe → category=communication"
- Past event lookup — if someone corrected
chrome.exe / Gmailbefore, new events inherit - AI classification — Claude Haiku classifies when nothing else matches
- You correcting on My events — always wins; propagates forward
Adding your own dimensions
OtiumWork's categories are fixed (changing the enum requires a schema change). For project-specific or team-specific labels that don't fit the enum, use tags — see Tags.
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