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3.3.2-create-subcategory

3.3.2 Create Subcategory​

  • Example scenario: Create a "Business Trip" category under "HR Tasks".

  • Instructions:

    a) Click the three vertical dots next to "HR Tasks" and select "New Sub-level."

    Portal Diagram

    Figure 3.3–1 Sub level under Subcategory

    b) In the "Create Category" pop-up window:
    i. Enter the category name and select the category icon.
    ii. The parent category defaults to the current category, but you can click to reconfigure it.
    iii. Permissions for Category Users and Maintainers can be configured in Settings.