How to Manage Categories

Managing Categories 

The categories tab allows you to manage and create new categories and sub-categories for your team’s Outcome Chain templates. You can also share the Outcome Chain template categories with other teams.



Adding a new category (for OC Templates):

To add a new category, enter the category name, and click to Add.


Editing or deleting a category:

To edit or delete a category, hover over the category name, click on the pencil icon, and make your changes.


Creating sub-categories:

To create a sub-category, click on the category, and drag it to the correct spot.



Sharing a category:

To share a category with another team, hover over the category name, click on “Share”, enter the team’s name, click to Add, and click Done to save. The category will now be marked as “Shared”. You can share this category with as many teams as you’d like. However, you can only share with Teams that are also using Outcome Chains.




Removing a Share:

To remove a share, select the category, click on Shared, click the X next to the team’s name and click Done to save.