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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.