Work Item Categories are managed in the Admin Portal and appear to end users as Categories when creating or editing Work Folders. You must have Business Administrator access and confirm your organization is configured as Work-First before making changes. Workflow-First organizations display a single “Workflow First” category, which should not be edited.
Changes apply immediately and affect how end users categorize Work Folders.
Answer
Business Administrators can edit Work Item Categories from Group Management in the Admin Portal. Categories are Group-specific and must be updated individually for each Group.
Steps
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.
If the small pop-up Save button appears, select it first.
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.
Watch Out For
Workflow-First organizations should not edit Work Item Categories.
Categories are Group-specific and do not inherit across Groups.
Deleted categories cannot be automatically restored.
Changes apply immediately to live users.
What You Should See
Updated Work Item Categories saved for the selected 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
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal