Primary Role: ANVL Business Administrator (BA)
Learning Focus: Apply
Why It Matters
Categories help users organize and classify Work Items
Categories appear directly to end users during Work Item creation
When to Do This
Setting up a new Work-First Group
Adding new Work Item classification options
Standardizing Work Item naming across sites
Preconditions
Organization is configured as Work-First
Workflow-First organizations will display a single “Workflow First” Work Item Category
→ Do not add Work Item Categories if your organization is Workflow-First
Before editing Work Item Categories, review Work Item Categories (Work Folders) – Admin Overview to understand applicability and impact.
Steps
Open Group Management in the ANVL Admin Panel
Filter for the Group(s) using any column header
Select the checkbox next to each Group to update
Select + Work Item Categories
Enter the Category Name
(Optional) Select Is Default? to make this the default category
Select + Work Item Categories to add additional categories
Select Save
Watch Out For…
New Groups do not inherit Work Item Categories
Categories must be manually added to each Group
Default category applies per Group
What You Should See
Categories listed for the selected Group(s)
Default category clearly identified