Use categories to organize your tags and group them by meaning. The category name is what reporters see above the tag picker in the Venzeo™ mobile app, so keep it short and easy to scan.
Examples: “External factors”, “Internal factors”, “Situation related”, “Quality”, “Customer related”, “City related”
Note: Only administrators can manage categories.
Add a category
- Open the main menu, expand Tags & Categories and choose Manage Tags & Categories.
- Click Add new Category.
- Fill in the Category name.
- Optionally turn on Limit this category and set Minimum tags and Maximum tags. Reporters then have to pick at least the minimum, and can pick at most the maximum, tags from this category in each report. Limits can only be set once the category has at least one active tag.
- Click Save.
Edit or deactivate a category
Click Edit next to a category to rename it or change its limits. Deactivate in the same pop-up only works when the category contains no active tags. Turn on Show inactive categories to see deactivated categories and click Reactivate to bring one back.
To add tags to a category, see Managing tags (types).