Create issue categories

Log in to the web app.

Select Issues in the sidebar or select it in More.

Select Categories from the top of the page.

Click Add category on the upper-right of the page.

In the pop-up window, enter a category name and click Create.

In Workflow, you can customize the following settings: Press to play GIF

• Edit the category details: Click Edit at the right-hand side of the "Category details" section. Click the category name and enter a new name. You can also add a description in the "Description" field.

• Set up your email notifications: Click Edit at the right-hand side of the "Notifications" section. Select the recipients of your notifications from the drop down and select your preferred email notification type.

• Set up Critical Alerts: Click Edit at the right-hand side of the "Critical Alerts" section, and select the recipients of your alerts from the dropdown.

• Manage issue fields: Click Edit at the right-hand side of the "Issue fields" section. Turn each field on or off and check the checkbox at the right-hand side to mark the fields as required. Click to reorder the fields.

• Add custom questions: Click Edit at the right-hand side of the "Custom questions" section. Click Add question, enter the questions you want to include in the report, and check the checkbox at the right-hand side to mark the question as required.

• Link templates: Click at the right hand side of the "Linked templates" section, and select the template from the dropdown.

Click Access at the top of the page to customize the following settings: Press to play GIF

• Manage category visibility: Turn Category visibility on or off to show or hide the issue category. Click Edit at the right-hand side, and select who can report issues related to this category.

• Set up issue access: Click Edit at the right hand side of the "Access" section, and select the reporter access level. You can also add additional view and edit access to users and groups.