Creating a category

To create a category in a case group, go to the CATEGORIES tab in the case group's SETTINGS page.

Under PRIMARY CATEGORY, type the name of the new category in the Enter name field and click the plus "+" button.

Each primary category can contain secondary categories. To create a secondary category, click the desired primary category.

A second column will appear. In the column, type the name of the new secondary category in the Enter name field and click the plus "+" sign.

Each secondary category can contain sub-categories. To create a sub-category, click the desired secondary category.

A third column will appear. In the column, type the name of the new sub-category in the Enter name field and click the plus "+" sign.


For additional instructions, contact your AICX manager.

Creating a category
Creating a category
Creating a category
Creating a category

Yemidale Ajayi is an AICX Manager at Proto. She supports management in operations and implementation processes. To reach Yemidale, please write to her at yemidale@proto.cx.