Categories

Categories

Categories are used to organize operating procedures. Categories can refer to the type of task, a department, or whatever is needed to organize your company files. For instance, a “Cash Handling” category could be used to distinguish operating procedures that can be reviewed by a team member while they complete their cash-handling responsibilities.

To find or create a category, click on the building icon in the upper-right hand corner by your name. Next, click “Account Settings” then click the “Categories” tab. Once you are in the “Categories” tab, click “+Add Category” to add a category. You will want to then click on the blue dotted line under “New Category Name” to name your new category.