Primary Role: ANVL Business Administrator (BA)
Learning Focus: Apply
Terminology Clarification
In the ANVL Admin Panel, these are called Work Item Categories
For end users (Mobile app, Workflows, and Insights), these appear as Categories when creating or editing Work Folders
Admin configuration controls the category options users see in Work Folders.
Why It Matters
Work Item Categories define how Work Folders are categorized by users
Categories impact:
Organization of work
Reporting and aggregation
Incorrect edits can confuse users or affect reporting
When to Do This
Adding new category options for Work Folders
Renaming existing categories
Removing categories that are no longer used
Preconditions
Your organization is configured as Work-First
Workflow-First organizations will display a single “Workflow First” Work Item Category
→ This should not be edited
Before editing Work Item Categories, review Work Item Categories (Work Folders) – Admin Overview to understand applicability and impact.
Steps: Edit Work Item Categories
Open Group Management in the ANVL Admin Panel.
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.
📸 Screenshot: Edit Work Item Categories modal
⚠️ Caution: Editing or Deleting Work Item Categories
Only edit Work Item Categories if your organization is Work-First
Changes apply immediately at the Group level
Watch Out For…
Workflow-First orgs should not edit Work Item Categories
Categories are Group-specific
There is no inheritance between Groups
Deleted categories cannot be restored automatically
What You Should See
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