Integrate
Create Categories
A category is a grouping of templates and processes and is used for organizational and management purposes.
To create a category:
- Select Categories from Navigation pane.
-
Click Add on Page toolbar.
- Enter a category name in CATEGORY.
- Enter a category description in DESCRIPTION.
- Click Save.
After creating a category, create a template for the category. Refer to Create a Basic Template for more information.
NOTE: To delete a category, no processes or templates can be assigned to the category.
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