Use Campuses & Categories to Organize Workflows

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If you have multiple campuses or similar workflows, use campuses and categories to filter them on the Workflows page.

From the Workflows page, choose to filter your workflows by campus or set up categories for more specific filtering.

Only Organization Administrators can add and remove campuses from Accounts.

Create, Edit, or Delete Categories

Choose the All Categories dropdown and select Manage Workflow Categories to view a list of all categories.

manage workflow categories

If you've never created categories before, the dropdown button will be a Manage Workflow Categories button instead.

Create a category by entering in in the box.

 

add category

Edit a category name by selecting the pencil.

edit or delete a category

Delete the category by selecting the trash can icon.

Add Categories to Workflows

After you create categories, assign them to the workflow.

In a workflow, select Edit Workflow to change the name or choose a campus and/or category.

Select Save to assign the campus and/or category.

Return to the Workflows tab to see the workflow under the new campus and category.

Once you set up campuses and categories, filter workflows by choosing from the dropdowns!

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