Categories¶
Categories groups processes by the process categories your administrator has configured. The category entries are dynamic: they come from the workspace and can change when an administrator edits them.
Browse cases in a category¶
- Open Home → Categories.
- Select a category.
- The list shows the cases that belong to processes in that category.
- Use the search box, tabs, and column configuration to narrow the list.
If a category has no cases, the list is empty. If a category has no processes assigned, it does not add cases to the list.
Categories are configured in Admin
Administrators manage categories and assign processes to them in Admin → Settings → Process Categories.
Related¶
- Inbox — cases that are waiting for you.
- Cases — open a case and work through its steps.
- Process categories — the admin side of the same grouping.