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Category Management

Managing categories is essential for organizing, classifying, and tracking information. It helps enhance organization and prioritize tasks.

Creating Category​

To set up additional categories for your company in Simplamo, follow these steps:

Step 1: Click on the "Settings" button.

Step 2: Select the "Company Settings" page.

Step 3: Click on the "Category" option lick on "Create Category" and provide the required information:

  • Category Name
  • Category Description

Note:

  • Fill in all the required fields.
  • You can also review the existing categories in this section.

Editing Category​

To make changes to a category for your company in Simplamo, follow these steps:

Step 1: Click on the "Settings" button.

Step 2: Select the "Company Settings" page and click on the "Category" option.

Step 3: Identify the category you want to edit by its name.

  • Update the Category Name
  • Category Description as needed.

Deleting Category​

To delete a category for your company in Simplamo, follow these steps:

Step 1: Click on the "Settings" button.

Step 2: Select the "Company Settings" page and click on the "Category" option.

Step 3: Identify the category you want to delete. Proceed with deleting the category.

Note: When you delete a category, any targets and indicators associated with that category will no longer be filterable by Category.