Primary Role: ANVL Business Administrator (BA)
Learning Focus: Learn
Terminology Clarification
In the Admin Panel, these are called Work Item Categories
For end users (Mobile app, Workflows, Insights), they appear as Categories when creating or editing Work Folders
Why It Matters
Work Item Categories control how Work Folders are categorized by users
Categories support organization, reporting, and aggregation
Incorrect configuration can confuse users or impact reporting
When to Use This
Setting up Work-First Groups
Planning how work is organized at a site
Reviewing or updating Work Folder category options
Before adding, editing, or deleting Work Item Categories
What Work Item Categories Are
Group-level category options used when users create Work Folders
Visible to end users as Category selections
Used to support additional hierarchy levels and aggregation
Applicability
Work-First organizations:
Multiple Work Item Categories may be configured and managed
Workflow-First organizations:
A single “Workflow First” category is present
This category should not be edited
Key Characteristics
Categories are Group-specific
New Groups do not inherit Work Item Categories
Categories affect:
User experience
Reporting and aggregation
Watch Out For…
Editing categories in Workflow-First orgs is not recommended
Deleting categories can impact existing Work Folders
Changes apply immediately at the Group level
What You Should See
Category options aligned to how work is organized
Categories visible to users when creating or editing Work Folders