Use
Sometimes specifying a record’s type is not sufficient to classify a record precisely. For example, a suggestion might describe a new functionality feature or an enhancement for an existing one.
Categories can be global or type-specific. When a bug is created, edited, moved or reassigned, the available options for the Category picklist include all the global categories and the categories specific to the record’s type.
Type-specific categories are maintained within Types. This section concerns global categories.
Path
Admin tab – Management area – Categories link
Procedure
To create a global category:
- Click the Add Category link below the categories list.
- Specify the category name in the Name text-entry field.
- Press the Submit button to save the new category or the Reset button to clear the title.
To edit a global category:
- Click the Edit icon corresponding to the category that you would like to edit.
- On the displayed page, edit the category title.
- Press the Submit button to save your change or the Reset button to discard it.
To delete a global category:
- Click the Delete icon next to the category title that you would like to delete.
- On the displayed page, choose the category that all the records belonging to deleted category to be transferred to.
- Press the Submit button to confirm deletion.
Next: Phases