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Action Categories

Learn how to create and manage action categories in worx. This section is designed for HR and admins to define categories that can be used when creating actions across the organization.

Updated over 3 weeks ago

✨ Creating a New Action Category

Steps to create a new action category:

  1. Go to Administration β†’ Configuration β†’ Action Categories.

2. Click the green button "+Create Action Category".

3. Search for an select an icon to represent the category.

4. Enter the name of the action category in your preferred language.

5. Click the "Create Category" button at the bottom right.
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πŸ’‘Tip: Make sure the category name is clear and descriptive, as it will be used when creating actions and shown in reports.

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