Edit Work Item Categories (Business Administrator)

Primary Role: Business Administrator (BA)
Focus: Apply

Where: Admin Portal - Group Management

🧭 Before You Start

You must have Business Administrator access.
Confirm the organization is configured as Work-First before making edits.
Tip: You will see the Work Folders tab in ANVL Manager if the org is Work-First.
Workflow-First organizations display a single “Workflow First” Work Item Category, which should not be edited.
Changes apply immediately and affect what end users see when creating or editing Work Folders.
In the ANVL Admin Panel, these are called Work Item Categories; for end users (Mobile app, Workflows, and Insights), they appear as Categories in Work Folders.
Before editing, review Understand Work Item Categories (Business Administrator) to understand applicability and impact.

Open Group Management in the ANVL Admin Portal.
Use filters or search to locate the Group to edit.
Scroll right to the Work Item Categories column.
Tip: Re-arrange columns by dragging and dropping them into the desired order for easier editing.
Click into the Work Item Categories column.
In the popup window, you can:
- Add a new category
  - Enter the Category Name
  - Select + Work Item Categories
- Rename an existing category
  - Edit the category name directly
- Delete a category
  - Remove the category from the list
Select Save to apply the changes.
1. If the small pop-up Save button appears, select it first.
2. Then, select the larger Save button in the main editing window to apply the changes.
Wait for the table to refresh and verify the change(s) were successful.

Updated Work Item Categories saved for the Group
Categories available to end users when:
- Creating a Work Folder in the mobile app
- Creating or editing a Work Folder in Workflows or Insights

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