Primary Role: Business Administrator (BA)
Learning Focus: Apply
Where: Admin Portal
🧭Before You Start (Important)
Requires Business Administrator access
Organization must be configured as Work-First
Changes apply to live Groups and are immediately visible to users
Work Item Categories must be managed per Group
Before editing Work Item Categories, review Understand Work Item Categories to understand applicability and impact.
🎯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
🛠️Steps
Open Group Management in the ANVL Admin Portal
Filter or search for the Group(s)
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
Workflow-First organizations should not add Work Item Categories
✅What You Should See
Categories listed for the selected Group(s)
Default category clearly identified
🔗Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal