Answer
Use Work Folder Categories in a Work-First organization to help users classify Work Folders when they create them. These categories are managed at the Group level in the ANVL Admin Portal and appear directly to end users.
Only configure Work Folder Categories if your organization uses Work-First. Workflow-First organizations should not set these up.
Changes apply immediately to live Groups, and new Groups do not inherit categories automatically.
Steps
Open ANVL Insights.
Select Welcome, [Your Name].
Select Admin Portal.
Open Group Management.
Search for or locate the Group or Groups you want to update.
Select the checkbox next to each Group.
Select + Work Item Categories.
Enter the Category Name.
If needed, select Is Default? to make that category the default for the Group.
Select + Work Item Categories again to add more categories if needed.
Select Save.
Important notes
Only configure these categories for Work-First organizations.
These categories appear to users when they create Work Folders.
Changes apply immediately.
New Groups must have categories added manually.