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Work Order Categories
Work Order Categories

Learn how to create and manage work order categories.

Brandon Cummings avatar
Written by Brandon Cummings
Updated over a week ago

Creating and managing work order categories can be done in Global Settings. These categories will be available on all work orders to tag them, which you can report on later.

To navigate to Work Order Categories open your settings drawer in the bottom left hand corner and open Global Settings. In settings select the Work Orders tab at the top of the page.

From there scroll to Work Order Categories or click "Categories" in the local table of contents on the top right hand side of the screen.

Using Categories to Automate Your Workflow

Another powerful automation FlowPath offers is setting up workflow if a certain category is tagged to a work order, you can set up the following:

1) Auto-populate description template: Select a category and fill in the "Pre-populated description" section. Whenever a work order is tagged with this category, the description will pre-populate.

2) Auto-assign assigned user: Select the category and choose who should be assigned the work order when this category is chosen.

3) Auto-assign group: Select a category and choose a group to assign as watchers to a work order when this category is chosen.

This can help automate workflows, learn more here:

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