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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.

    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.

  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.