Search

Categorize Templates page

You can use the Categorize Templates page to create, edit the category name, or delete categories for workflow templates. While creating a category, you can specify if the category applies to a Project template.

Note: The availability of the Categorize Templates page, workflow templates, workflows, and related features requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to your P6 administrator.

To add a category:

  1. On the Categorize Templates page, click Add Category.
  2. Type a name for the category, then mark the corresponding checkboxes to indicate if the category applies to Project workflow templates.
    Tip: A category can apply to only one template type, or to both.
  1. To add more categories, repeat steps 1 and 2.
  2. To save the categories and stay on this page, click Save. To save the categories and exit the Categorize Templates page, click Save and Close.

To delete a category, click next to the category name you want to delete.

To edit a category name, delete the current name and enter a new name.