Process categories

Admin → Settings → Process categories groups processes so they can be filtered and so each category can have its own tray in Home.

The list

The table takes the full width and includes a Processes column with the number of processes assigned to each category. The first row is special: Uncategorized counts the processes with no category.

Create or edit

Field	Rule
Name	Required; unique, up to 100 characters. / and $ are rejected

1. Choose + New: the dialog is titled New category.
2. Type the name and save; there is no extra confirmation step on create or edit.
3. The list reports success and shows the new row.

A duplicate name is reported on the field itself, which is faster to fix than a general warning at the top of the dialog.

Assign processes

1. Select a category; the toolbar offers Edit, Processes, and Delete.
2. Processes opens a dialog titled with the category name, with Available and In this category columns and the count in each title.
3. Each process shows its current category as a badge, or Uncategorized.
4. Move processes to the right to add them; moving one from another category takes it out of that category.
5. Save is disabled until something changes.

Closing the dialog with pending changes asks Discard changes? — answering no keeps them.

Delete

• Deleting asks for confirmation.
• A category with processes cannot be deleted: the message states how many processes it holds and offers only Close.

The Uncategorized row

It is fixed and cannot be edited or deleted; selecting it offers only Processes. Moving a process out of a category returns it here, which is also how you empty a category before deleting it.

Where categories appear

Users see them in Home as trays, with their own tabs and counts. See Categories.

Permissions

This page requires PM_SETUP or the process-category permission of your role. See Permission reference.

Related

• Categories — the user side of the same grouping.
• Processes — where a process picks its category.