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Configure Categories

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Access the Requirements Management Settings site to view the Categories page. Categories group tasks together, usually by the function of the items or the group that performs the items. Following are some out-of-the-box categories that are completely configurable to meet the needs of your organization's requirement process.

  • Planning
  • Requirements Definition
  • Pre-Solicitation
  • Solicitation
  • Award

This page describes how to configure the categories needed to create your organization's checklists.

View categories

  1. Navigate to the Requirements Management Settings site.
  2. Expand Task Management and select Categories.

  3. Enter category keywords in the search field and click SEARCH.

    Appian Categories page, showing category list, search bar, and +Create button.

  4. Click a category to navigate to its Summary page and view the tasks assigned to the category.
  5. Click History to view the category modification history.

Create categories

You can create a new category whenever you need a new way to group items. For example, creating a new category for post-award tasks.

To create a category:

  1. Expand Task Management and select Categories.
  2. Click +Create.
  3. Enter a category Name.

  4. Click CREATE.

    Create Category wizard, Name field.

The new category is displayed in all new Requirement Checklist Setup items, and new and existing requirement checklists.

Update categories

You can change the names of the out-of-the-box categories or any newly created categories.

To update a category:

  1. Expand Task Management and select Categories.

  2. Click Vertical Ellipsis icon corresponding to a category and select Update.

    edit_category.png

  3. Update the category Name.
  4. Click UPDATE.

The new name is displayed in all new and existing tasks that reference it.

Delete categories

You have the option to delete existing categories. However, if any tasks reference the category, you cannot delete them. Make sure you complete or cancel all tasks that reference the category you want to delete.

To delete a category:

  1. Expand Task Management and select Categories.
  2. Click Vertical Ellipsis icon corresponding to a category and select Delete.

  3. Click DELETE to delete the category.

    Delete Category confirmation dialog with Cancel and Delete buttons.

The deleted category is no longer displayed in requirement checklists.

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