Use the document to learn how to organize projects into categories


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Organizing projects into categories helps you manage your projects efficiently. For example, you can create a category for each of your clients, and add projects related to them in their respective category.

Create categories

  1. In the Projects view, select Projects > New Category.

  2. Enter the name of the category.

Add projects to categories

In the Projects view, drag the project from the Project menu to the Category to which you want to add the project.

Rename categories

  1. Select Project > Rename, press F2, or double-click the category.

  2. Enter a new name for the category.

Remove projects from categories

  1. Select the project that you want to delete in the Categories list.

  2. Click the arrow to the left of the project.

  3. Select Remove From Category.

note: If you delete a project from the All Projects list, the project is deleted from all the categories to which it belongs.

Delete a category

  1. Select the category that you want to delete.

  2. Select Projects > Delete.