--- title: "Configure Category" slug: "workorder-configure-category" tags: ["Category"] updated: 2024-12-16T08:05:31Z published: 2024-12-16T08:05:31Z canonical: "help.symphonysummitai.com/workorder-configure-category" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Category In the Work Order Management, a Category is used to classify and group related events to facilitate their management and processing. Categories help organize work by dividing it into defined, manageable sections. This classification aids in prioritization, assignment, and analysis, as well as improving efficiency and consistency in handling various tasks and incidents. - [Overview](/summit-platform/docs/workorder-configure-category#overview) - [Configure Category](/summit-platform/docs/workorder-configure-category#configure-category) ## Overview A Category in a Work Order refers to grouping specific type of issue or request that users may encounter while using IT services. Categories in a Work Order are essential in the ITSM application as they help in execution of a workflow. Categories help in providing high-quality IT services and maintaining a well-structured IT support system. | **Use Case** | **Solution** | | --- | --- | | Novatech's new project requires categorizing work orders under "Software Development". Further, the category needs sub-categories for different types of work, such as "Frontend" and "Backend". | Application Administrator Sandra logs in to the application and navigates to the **Work Order** > **WO Masters** > **Category**. Here she creates a new category called "Software Development" using right click action and selecting **Create Root Node**. Further, create child nodes as "Frontend" and "Backend" within the root node. | ## Configure Category Categories help in organizing Work Orders into specific groups or classes based on their nature, type, or purpose. This allows for a more structured and efficient management of Work Orders, making it easier to locate, track, and prioritize tasks. To configure Category in Work Order , perform the following steps: 1. Log in to the Apex application as an Application Administrator. 2. Navigate to **Design Studio** > **Service Management > Work Order** > **Configurations** > **WO Masters** > **Category**. 3. Select **Tenant** from the dropdown list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/category tree(1).png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Category - Tenant 4. List of configured Categories for the selected Tenant is displayed, along with option to create a new Category by performing right click action on the specific node. To view the pop-over message **Right click any node to perform actions**, hover inside the WO Category frame as displayed below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/WO cate.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Category Tree 5. Right-click on any node to perform the actions. A list of Action items is displayed and the node is highlighted. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wo cat.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: WO Node Actions > [!NOTE] > Note > > If the **Create Root Node** is selected then **No** action is performed on the selected node. For more information on the node actions, refer to the following: **Create Root Node** Enable the Admin to **Create Root Node** as a new Category. Enter the Category Name in the **WO Category** field. Example: Software Licenses (Root Node) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1733300205185.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Root Node **Create Child Node** Enable the Admin to **Create Child Node** under the selected Root Node category. Enter the Category Name in the WO Category under the Root Node. **Example**: Software Licenses (Root Node) Canva (Child Node) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1733300232819.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Child Node **Rename** Enable the Admin to **Rename** the selected Category. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wo category(1).png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Rename **Deactivate** Enable the Admin to **Deactivate** the Category. Applicable for Root and Child Nodes. Right click and select **Deactivate**. Upon deactivating the Category, it is represented using the Orange color vertical line. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/deactivated.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Deactivated Category **Activate** Enable the Admin to **Activate** the Deactivated Category. Right Click and select **Activate**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/act.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Activate The activated Category is displayed as below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sft.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D)Figure: Activated Category **Set as Default** Enable the Admin to set the selected Category as Default. Right click and select **Set as Default**. Upon setting the Category as a default value, it is represented using the Green color vertical line. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/green line.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Set as Default **Remove as Default** Enable the Admin to Remove the Category as Default. Right click and select **Remove as Default**. Upon removing the Category as a default value, it displays as initial. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/wo category1.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Remove as Default **Add Icon** Enable the Admin to Add an icon to the Category. Right click and select **Add Icon**. Select and upload the file from your local directory. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/icon(1).png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Add Icon **Add Description** Enable the Admin to add a description to the configured Category. Right click and select **Add Description**. Enter the details about the Category. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/desc.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Add Description Hover on the Category to view the description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/descp(1).png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D) Figure: Category Description 6. Click **Save** to add the configured Category to the selected Tenant. Upon clicking **Cancel** you will be navigated to the Category configuration screen and **Reset** will erase the configuration you made and displays the initial screen. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Glossary/image-1711452902289.png?sv=2026-02-06&spr=https&st=2026-11-05T08%3A14%3A22Z&se=2026-11-05T09%3A14%3A22Z&sr=c&sp=r&sig=IrqyZOiLXnY4dtF9nO%2BC12vh%2B36O%2BynyOf825nne%2F5I%3D)