How do I add Categories?

To create or add Categories to your account:

  1. Head over to your account Settings (top right gear icon ⚙️)
  2. Locate the Categories subtab.

Enter a New Category name in the Add New field and press Enter. Please note this will only create the Category, and not its elements.

Once the category is created, you can add elements to each new category. Enter new elements by adding their names and pressing enter. You can also add categories by Bulk Upload and add multiple elements at once by clicking on the +Bulk Add button and uploading a CSV, XLS or XLSX file.

To assign Categories to specific teams, click on the Team dropdown in case you want to assign an element to a specific team, otherwise, it will be "All Teams" by default. This will allow only members of that specific Team to view and have access to the category in question when submitting a request.

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