Create a new Category to better manage the content inside of your account and find exactly what you need quickly. 

Your account comes pre-loaded with Categories, but you can create a new Category following the steps below. The new Category will be available for all users on the account. 

Method 1

Step 1: Navigate to the Trainings, Documents or Checklists page, using the appropriate icon on the side bar.

Step 2: Scroll down to the Categories

Step 3: Click the + next to the word Categories

Step 4: Fill in the name of the new category

Step 4: Click Create

Step 5: Click VIEW ALL to see your new category

Additionally, you can try the following method:

Method 2

Step 1: Navigate to Edit your Checklist Training or Document

Step 2: Click the Advanced Options menu. 

Step 3: Navigate to the Category dropdown. 

Step 4: Start typing the name of the new Category you want to create in the Category field. 

Step 5: Press Enter on your keyboard. 

The Category should have been added to the dropdown Category menu. 

And that's it! You will now be able to select this Category the next time you create a Checklist or Training. 

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