Actions on Categories

New categories can be created, and existing categories can be deleted or edited.

Creating a Category

For more information about categories, see the Starting a New Activity section.

Take these steps to create a new category:

1. Open the Activity Designer.
2. In the left navigation bar, click + New Category.
3. In the New Category dialog box that appears, enter the category name.

You can also create a new category from the New Activity Modal.

Creating a Subcategory

Subcategories are organized as folders within existing folders. Follow these steps after creating a category:

1. Open the Activity Designer.
2. In the left navigation bar, click + New Category.
3. In the Create Category dialog box:
   1. Enter the Category Name.
   2. In Create as a sub-folder of: select the name of the parent folder.

Renaming a Category

Take these steps to rename a category:

1. Open the Activity Designer.
2. In the left navigation bar, hover your mouse over the category label.
3. Click the Pencil icon.

The Rename Category modal will open, where you can change the category name to another unique name.

Deleting a Category

To delete a category:

1. Open the left drawer menu and hover over the name of the category you want to delete.
2. Click the trash can icon that appears.
3. Confirm that you want to delete the category and ALL the activities within it.

note

If activities are assigned to a worfklow, you will not be able to delete the category.

For more information on deleting individual activities, see Deleting Activities.

Delete a Category and Maintain Activities

If you want to delete a category but keep its activities:

1. Open each activity and use the Edit Metadata option to move it to a different category.
2. Once all activities have been reassigned, follow the steps in Deleting a Category.

danger

Deleted activities cannot be restored.