1. Navigate to https://app.getflowpath.com/work-orders
2. Go to your Action Menu to access your global settings.
3. Click "Global Settings"
4. Click "Work Orders"
5. Click "Categories" in the jump to section or scroll down.
6. Click on the category you would like to update the general info for, or create a new category.
7. Under General Info you can color code your categories, this will allow you to easily visually identify which categories are used on work orders on your main dashboard.
8. By toggling the "Priority Category" on, this categories automations will take priority over a non priority category when more than one is selected on a work order.
9. Custom Questions can also be added in General Info.
They can be created as a text field, Checkbox, Number value, or DateTime selection.
You can also choose to make these required by checking the Required field before selecting "+Add Field"
10. Custom Work Order Descriptions can also be added, this means anytime someone selects the category the description field will have prefilled values in the description field.
11. Be sure to click "Update" after making any changes to ensure they are saved.
12. Click here to exit and work on another category.
13. To test your set up head over to your Work Orders and create a test Work Order with your "New Category" and see your new features in action.
14. Once selected you will see your "Custom Question" field as well as your custom description.
15. Click "Submit Work Order"
16. Congratulations you have now created a custom question, custom description and used it on a work order!
