Answer
Work Folder Categories are Group-level category options used when creating Work Folders in a Work-First organization. They help users classify and organize Work Folders, and they also support reporting, aggregation, and some integration use cases.
These categories appear differently depending on where someone is working:
in ANVL Workflows and the mobile app, they appear as Category
in ANVL Insights, they appear as Application
in the Admin Portal, they are managed as Work Item Categories
Only Work-First organizations should manage these categories. If your organization is Workflow-First, this setup does not apply and the system-created Workflow First category should not be edited.
Work Folder Categories are:
Group-specific
visible to end users
important for organization, reporting, and integrations
not inherited automatically by new Groups
Steps
Open ANVL Insights.
Check whether your organization is Work-First.
Confirm this by looking for the Work Folders tab in ANVL Insights.
If the Work Folders tab is present, your organization is using Work-First.
Open ANVL Insights.
Select Welcome, [Your Name].
Select Admin Portal.
Open Group Management.
Locate the Group you want to review.
Review the Work Item Categories for that Group.
Confirm the categories support how work should be organized, such as by:
job type
service type
program
other business classification
Confirm the categories also align with any reporting or integration needs before making changes.
Review the impact before editing or deleting any category.
In Admin Portal Group Management, Work Item Categories are managed at the Group level and labeled as "WorkItem Categories".
End users see Work Item Categories as "Category" options when creating or editing a Work Folder in ANVL Workflows or the mobile app.
Managers, Supervisors, and Site-Level Admins see Work Item Categories as 'Application" options when creating or editing a Work Folder in ANVL Manager.
Important notes
These are managed as Work Item Categories in the Admin Portal.
End users see them as Category when creating or editing a Work Folder in ANVL Workflows or the mobile app.
Managers and administrators may see them as Application in ANVL Insights.
New Groups do not inherit these categories automatically.
These categories can affect user experience, reporting, aggregation, work order integrations, and API-based Work Folder creation.
If your organization is Workflow-First, do not edit the system-created Workflow First category.