How do I add Categories?
To create or add Categories to your account:
- Head over to ControlHub's Company Settings (top right gear icon ⚙️)
- Locate the Categories subtab.
- Click on the Add Category button.
- Give your new Category a Name, Type, and specify for which elements it will apply to.
- If you selected a List "type" (the most common type, since it displays values in a dropdown to your users), add the Elements of the list for that Category. You can type them in manually, or upload them using our Bulk Upload feature, which will upload multiple elements at once by uploading a CSV, XLS or XLSX file.
- To assign Categories elements to specific Teams, click on the Team button on each element, in case you want to assign an element to a specific team, otherwise, it will default to "All Teams". This feature allows only members of a specific Team to select that Category element when when submitting a request.
- Click on the Add button to save your new category.
