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[Skip to main content](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#main-content)

# How to Manage Your Categories

How to create and manage categories and subcategories in Visitt (Global and Property Admins only)

Written by Basman Abu Gazi
Updated this week

Table of contents

[What are categories?](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_de697f8958)[How to manage your Categories/Subcategories:](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_39b62efe19)[Common scenarios](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_b893d7b566)[FAQ](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_ed4719db62)[Related articles](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_fe5fca29c6)

* * *

## What are categories?

Categories help you organize Work Orders and Inspections in Visitt. They also sync to your Tenants in Visitt+, where Tenants select a Category when submitting a Request. Under both the Work Orders and Inspections pages you can filter them by Categories to help you organize everything.

![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2272756579/c9a8b79ba781f0af33f401920e84/status+%281%29.png?expires=1791207900&signature=ee857b2aa3c18c7cd721932134004ad4e85d829438920bfc645e5663ade80070&req=diIgFM57m4RYUPMW1HO4zaPElv3b4bgqbDw%2F%2F07j4iBbzBF0jTBIssrmgf01%0AqS7ojux%2FTwLJ%2B3jTfuE%3D%0A)

* * *

## **How to manage your Categories/Subcategories:**

### Creating a new category:

**1) Access Settings Menu**

Click "Settings" to open the main configuration menu in Visitt.

![Access Settings Menu](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033931/6b781bf715320f720e3146a515f0/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2FxcvXejCRL77XepugbGWgxv_doc.png?expires=1791207900&signature=90386ee6e15ee91633bcd66192ed3e997b53c7bd198ce5db499985325085dadc&req=diMvFMl9nohcWPMW1HO4zdYkhHVh54YvBqoaoP%2F4Zn8RKbwaxSi72RzbmvUy%0AzRaR4NsyI148HOWerqM%3D%0A)

**2) Open Property Preferences**

Click "Property" to access the property-related preferences within the settings.

![Open Property Preferences](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033928/a381fe5c29e80088675616487641/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2Feq2Kv8s8nQj5W7gh3qQTRD_doc.png?expires=1791207900&signature=622a72a33e884764632e5001ffef82fc77a2e5ce5a2a0d13dcd7d1aa1b1b2720&req=diMvFMl9nohdUfMW1HO4zVwaLbw%2Bkkw3bLdDWj1%2FYbwaQGghKDYhQ%2FFzSNoU%0Ay41RYaylHCd3V%2Fzmu4A%3D%0A)

**3) Navigate to Categories Section**

Click "Categories" to view and manage your category options in Visitt preferences.

![Navigate to Categories Section](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033929/410df8404497e88119dd148ddca4/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2Fn7cFDt3MJpkQtBWhGqNR2y_doc.png?expires=1791207900&signature=1fb0390a809c1f609db7d7ec8bb43c99309c6d75b283d59739f7e230c8f4abd6&req=diMvFMl9nohdUPMW1HO4zUl0XpYP2NC%2BhAkaTKJAWOXKMu%2BrknUcDWXl6SUe%0ARTOMAOMGH6uKVKmyTsI%3D%0A)

**4) Initiate Adding New Category**

Click "Add category" to start creating a new category for your preferences.

![Initiate Adding New Category](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033924/6ff40926047ce207a4aeef434c6e/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2FoXLTi1FJBdp9s27zzo192X_doc.png?expires=1791207900&signature=a20be70e52c9b6c56bea5b9b59d89c30376042b2ab964994cb3384b898214dbb&req=diMvFMl9nohdXfMW1HO4zUzA%2BbYsdfR1ukey3n0TSarLkdaU2kvBgY2aRvPK%0A6gkBa3qWjzxHm83pDfo%3D%0A)

**5) Select Category Name Field**

Click "Enter category name" to focus on the input field where you will type the new category name.

![Select Category Name Field](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033927/efd9351ebe2739afd4c8483f9cd7/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2F7o6M1cTrphM5MYFs2ZKiUw_doc.png?expires=1791207900&signature=62716c30b7ae4d70709142bf341e88376a97fa2f3937cc386289e530fdc16fd9&req=diMvFMl9nohdXvMW1HO4zYKVOrXuRp6f8Vo23BQthZrzMsKocqUwrp7xav1A%0Aph7CUcgpDWZFf510tyY%3D%0A)

**6) Enter Category Name**

Enter your category name in the field provided to define the new category.

![Enter Category Name](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033926/67da01666b6fb3a5bce60cee73cc/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2FaE9dLzLzUZcU9gu4q1qf6W_doc.png?expires=1791207900&signature=9995421fb1126ee5b765b6a6e299c028d5abe799cf1cb1e89f5fa14d68c2a1b9&req=diMvFMl9nohdX%2FMW1HO4zVXHTCpdbV%2BqG15knR66JVHc0oEcQ%2Ffwbdm%2BZ1gn%0AM%2BvyRU65qV7EdlWTsL8%3D%0A)

**7) Save New Category**

Click "Save" to store the new category and update your preferences in Visitt.

![Save New Category](https://downloads.intercomcdn.com/i/o/ymv0iawf/2382033934/ed25763c3c60c06f9058cede5f17/quickguiddeScreenshots-2FQukrHKwqfnVPCqFel3ZAQ1Fe5JS2-2Fntz5kLPRff9izn7y4etw15-2FjguhidegZTTroob5bQzMMH_doc.png?expires=1791207900&signature=079e84a1654db21d90658ed0b2ee467fb64d455478bbd43bfb80ae4d549fdf8c&req=diMvFMl9nohcXfMW1HO4zQPhA0NNx9ak02VMB7n%2FwwsX3bHFYL4yR7IPuMHt%0Ac9s9JRxnykYvxFB4iiY%3D%0A)

​​​

### Creating a Sub Category

Hover over the category you would like to create a sub-category for, and click the "Add subcategory" button.

![](https://downloads.intercomcdn.com/i/o/ymv0iawf/2273560131/692a24670ec466a328e06bcedb44/status+%286%29.png?expires=1791207900&signature=f828ae56468e55b14df42d88324c565caa6622bec701f8b728bca7be16d6670e&req=diIgFcx4nYBcWPMW1HO4zROPOWWeGm9RKI4qgyldMfnaz4q1phLn3kE9Cifs%0AN7u4Un8SXd8O7FtB%2FxU%3D%0A)

* * *

## Common scenarios

**Organizing Work Orders by type** — Create Categories like "Plumbing" or "Electrical" so your team can quickly filter and prioritize incoming Work Orders.

**Structuring Inspections** — Assign Categories to Inspections to keep recurring checks organized and easy to filter.

**Tenant-facing requests** — Categories sync to Visitt+, so Tenants see your Category list when submitting a Work Order. Keeping Categories clear and specific reduces miscategorized requests.

* * *

## FAQ

- **Who can manage Categories?** Only Admins can create and edit Categories.

- **Where do I find the Categories settings?** Go to Settings > Property > Categories.

- **Do Categories apply across all my Properties?** When adding a Category, you select which Properties to assign it to. A Category only appears where assigned.

- **Will my Tenants see subcategories in Visitt+?** Tenants see the Categories synced to their Property. If you use Subcategories, check that they display as expected in Visitt+.

- **Can I delete a Category?** This article covers adding Categories and Subcategories. For help removing them, contact Visitt support or check related articles.

* * *

## Related articles

- [Work Orders: FAQ](http://help.visitt.io/en/articles/12648128-work-orders-faq)

- [How to Create and Manage Inspections](http://help.visitt.io/en/articles/8799107-how-to-create-and-manage-inspections)

- [User Permissions in Visitt](http://help.visitt.io/en/articles/9214822-user-permissions-in-visitt)

* * *

Related Articles

- [How to Create and Manage Visitt Templates](http://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates)
- [Managing Your Tenant App](http://help.visitt.io/en/articles/9242176-managing-your-tenant-app)
- [Getting Started: A Quick Manager's Guide to the Visitt Platform](http://help.visitt.io/en/articles/9324821-getting-started-a-quick-manager-s-guide-to-the-visitt-platform)
- [What is Visitt?](http://help.visitt.io/en/articles/15078686-what-is-visitt)
- [Global Categories](http://help.visitt.io/en/articles/15545550-global-categories)

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Table of contents

[What are categories?](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_de697f8958)[How to manage your Categories/Subcategories:](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_39b62efe19)[Common scenarios](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_b893d7b566)[FAQ](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_ed4719db62)[Related articles](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories#h_fe5fca29c6)

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Source ID: visitt-9216614 · Capture ID: 087e5ebb171ebb26de9421a79d2c65e87e9187ed82799af3e3292473863d3e65