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How Do I Add Work Item Categories for a Work-First Organization?

Create Work Item Categories for Groups in Work-First organizations so users can categorize Work Items.

Written by Lauren Baird
Updated over a week ago

Work Item Categories allow users to organize and classify Work Items during creation. Categories are managed per Group and appear directly to end users.

Your organization must be configured as Work-First, and changes apply immediately to live Groups. New Groups do not inherit categories automatically, and Workflow-First organizations should not configure Work Item Categories.


Steps

  1. Open Group Management in the ANVL Admin Portal.

  2. Filter or search for the applicable Group(s).

  3. Select the checkbox next to each Group you want to update.

  4. Select + Work Item Categories.

  5. Enter the Category Name.

  6. (Optional) Select Is Default? to make this the default category for the Group.

  7. Select + Work Item Categories to add additional categories as needed.

  8. Select Save.


Additional Details

Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal

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