---
title: Template Categorization
description: Template categorization allows you to create categories and organize incident templates within them. This helps group templates logically, making them...
---

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1. [Regroup Knowledge Base](https://resources.regroup.com/regroupkb)
2. [Incident Management](https://resources.regroup.com/regroupkb/incident-management)

# Template Categorization

Template categorization allows you to create categories and organize incident templates within them. This helps group templates logically, making them easier to locate and manage.

To access categories:

1. In the header menu, click the **Incidents** label.
2. On the **Incidents** page, click **Categories** under **Settings**.
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Categories-page.png?width=670&name=Categories-page.png)
   
   On the **Categories** page, you can view a list of categories and their corresponding information.
   
     - **Category Name**: Name of the category.
     - **Created By**: Name of the user who created the category.
     - **Created**: The creation date of the category.
     - **Templates Assigned**: The number of templates associated with this category.

### Create a Category

Follow the steps to create a category:

1. In the **Categories** page, click the **Create Category** button.
   
   ![](https://resources.regroup.com/hs-fs/hubfs/Knowledge%20Base%20Import/Create-Category.png?width=670&name=Create-Category.png)
2. In the **Create Category** dialog, specify a name for the category.
3. Click the **Create** button.
   
   The category has been created and added in the list.

- [Getting started](https://resources.regroup.com/regroupkb/getting-started)
- [Incident Management](https://resources.regroup.com/regroupkb/incident-management)
- [Set Up Organization Account](https://resources.regroup.com/regroupkb/set-up-organization-account#main-content)

    - [Organization Setting](https://resources.regroup.com/regroupkb/set-up-organization-account#organization-setting)
    - [Configure Organization Sign-Up Pages](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-organization-sign-up-pages)
    - [Manage Group Automation](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-group-automation)
    - [Configure Message Default Settings](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-message-default-settings)
    - [Manage Add-Ons](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-add-ons)
    - [Configure Social Media Preferences](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-social-media-preferences)
    - [View and Download Message Reports](https://resources.regroup.com/regroupkb/set-up-organization-account#view-and-download-message-reports)
- [Configure Contacts Management](https://resources.regroup.com/regroupkb/configure-contacts-management)
- [Set Up Admins and Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#main-content)

    - [Manage Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#manage-roles)
    - [Managing Existing Admins](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#managing-existing-admins)
- [Manage Roles](https://resources.regroup.com/regroupkb/manage-roles)
- [Manage Groups](https://resources.regroup.com/regroupkb/manage-groups#main-content)

    - [Create Groups Using Import](https://resources.regroup.com/regroupkb/manage-groups#create-groups-using-import)
    - [Add Groups Using FTP Import](https://resources.regroup.com/regroupkb/manage-groups#add-groups-using-ftp-import)
    - [Create or Update Group Hierarchy](https://resources.regroup.com/regroupkb/manage-groups#create-or-update-group-hierarchy)
    - [Manage Group Files](https://resources.regroup.com/regroupkb/manage-groups#manage-group-files)
    - [Manage Group Admin Profile](https://resources.regroup.com/regroupkb/manage-groups#manage-group-admin-profile)
    - [Export Groups](https://resources.regroup.com/regroupkb/manage-groups#export-groups)
- [Configure Recipients and Admins](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#main-content)

    - [Add Recipients to Groups](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#add-recipients-to-groups)
    - [Manage Group Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-group-contacts)
    - [Manage Organization Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-organization-contacts)
    - [Manage Floating Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-floating-contacts)
- [Manage Communication Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#main-content)

    - [Create Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels)
    - [Create Channels Using Import](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels-using-import)
    - [Setup Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channels)
    - [Create and Manage Sender Profiles](https://resources.regroup.com/regroupkb/manage-communication-channels#create-and-manage-sender-profiles)
    - [Setup Social Media](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-social-media)
    - [Add Recipients to Channel](https://resources.regroup.com/regroupkb/manage-communication-channels#add-recipients-to-channel)
    - [Manage Existing Channel Admins](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-existing-channel-admins)
    - [Setup Channel Subscriptions](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channel-subscriptions)
    - [Manage Subscribers](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-subscribers)
- [Manage Messages](https://resources.regroup.com/regroupkb/manage-messages#main-content)

    - [WhatsApp Messaging](https://resources.regroup.com/regroupkb/manage-messages#whatsapp-messaging)
    - [Set Up Message Defaults While Messaging](https://resources.regroup.com/regroupkb/manage-messages#set-up-message-defaults-while-messaging)
    - [Message Templates](https://resources.regroup.com/regroupkb/manage-messages#message-templates)
    - [Manage Voice Recordings](https://resources.regroup.com/regroupkb/manage-messages#manage-voice-recordings)
    - [Sent Messages and Reports](https://resources.regroup.com/regroupkb/manage-messages#sent-messages-and-reports)
    - [Set Up Map Region](https://resources.regroup.com/regroupkb/manage-messages#set-up-map-region)
    - [Scheduled Messages](https://resources.regroup.com/regroupkb/manage-messages#scheduled-messages)
    - [Manage Quick Messages](https://resources.regroup.com/regroupkb/manage-messages#manage-quick-messages)
    - [Manage Form Fields](https://resources.regroup.com/regroupkb/manage-messages#manage-form-fields)
- [Regroup Add-ons](https://resources.regroup.com/regroupkb/regroup-add-ons#main-content)

    - [Manage Delivery Priority Order](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-delivery-priority-order)
    - [Enable RSS](https://resources.regroup.com/regroupkb/regroup-add-ons#enable-rss)
    - [Manage Web Polling](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-web-polling)

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