Answer
The categories in a workflow are section headers that group related questions together. They help users move through the workflow more easily and make completed workflows easier to review and print.
These are different from Group Workflow Categories, which organize similar workflows for publishing, access, and selection. The categories in a workflow organize questions inside that workflow.
Steps
Understand what categories do
Use workflow categories to group related questions together.
Use them to reflect the natural flow of the task.
Use them to improve the completion and review experience.
Common examples of categories
Preparation
Task Details
Hazard Identification
Controls
Final Review
Where users see categories
At the bottom of the screen while completing the workflow
As section headers in the completed workflow
In the print view, where responses are grouped into readable sections
Edit categories in Editor
Open ANVL Insights.
Go to Mobilize → Editor.
Open the workflow draft.
Select the question you want to update.
In the question settings, find the Category field.
Select the appropriate category for that question.
Repeat for other questions as needed.
Save your changes.
Helpful notes
Each question is assigned to one category.
Categories shape how questions are grouped, not how they route.
Good category names are clear, simple, and helpful to the user.
Avoid vague labels, overly technical section names, or too many categories in a short workflow.
Keep category names consistent across similar workflows.