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Create

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.