3.3.1-create-category

3.3 Template Category Management

3.3.1 Create Category

• Example Scenario: Create a new "HR Tasks" category.

• Instructions:

  a) All categories:
  Select the "+" after "All Categories" to create a new category.

  b) In the "Create Category" pop-up window:
  i. Enter the category name and select an appropriate icon.
  ii. If the default parent category is left empty, the new category will be a top-level category.

  c) Permissions can be set for the Process Template:
  i. Users: Users are allowed to create templates under this category. If left empty, maintainers and module administrators can use it.
  ii. Maintainers: Maintainers can edit and delete the current category, as well as add, edit, and delete all subcategories. If left empty, the parent category maintainers and module administrators can maintain it.