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9.1 Create and Manage Categories

Overview

Categories are used to classify issues and work updates. Proper categorisation helps improve reporting, analytics, SLA application, and assignment rules.

Steps

  1. Go to Settings.

  1. Open Categories.

  1. Click Create Category.

  1. Enter the category name.

  1. Select whether it applies to issue or work category, if applicable.

  1. Save the category.

Other actions

Users may also:

  • Load template.

  • Import categories by CSV.

  • Export categories.

  • View details.

  • Edit categories.

  • Delete categories.

Tips

  • Keep categories simple and easy to understand.

  • Avoid creating too many overlapping categories.

  • Align categories with reporting and SLA needs.

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