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Create workflow template categories

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You can create an unlimited number of categories to help you organize the workflow templates you create. Each template category can apply to Project Request templates.

Create a workflow template category

  1. Click Administration at the top of the page.
  2. From the Workflow Templates section, click Categorize Templates.
Note: Categorize Templates does not appear unless you have the required security privilege.
  1. On the Categorize Templates page, click Add Category.
  2. Type a name for the category.
Tip: A category can apply to a single template type, or to both types.
  1. To add more categories, repeat steps 3 and 4.
  2. To save the categories and stay on the Create Categories page, click Save.
  3. To save the categories and exit the Create Categories page, click Save and Close.
  4. To cancel the changes made and return to the Administration Home page, click Cancel.