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