You can also explore our other helpful guides on Tracks:

• Creating and Customising a Track
• Working within Tracks
• Information Asset Inventory Track

What Are Track Categories For?

Categories allow you to tag Track items so you can filter and report on them with ease. They’re a simple but powerful way to organise your work.

Parent and Child Categories

There are two types of categories you can use:

Parent categories
A parent category is a “group” containing one or more child categories.
When a Track is in List view, parent categories appear as headings, making it easier to scan and organise information.

Child categories

A child category is a specific label you can apply to a Track item, helping you classify it.

Example:
In the preconfigured Information Asset Inventory (ISO 27001), there’s a parent category called Type. Within it, you’ll find child categories that let you define whether an asset contains Financial Information, Personal Data, and so on.

Navigating to Track Settings

To access your Track’s categories:

1. Hover over Work in the navigation bar.
2. Click All Work.
3. Use the search field to find your Track.
4. Click the Track’s link.
5. In the Track, select Settings in the top right corner.
6. Scroll to the bottom of the page to find Categories and click Edit.

Assigning Categories to a Track Item

Each Track item can have multiple categories for better filtering while keeping detail intact.

To assign:

• Open the item and select the relevant categories from the drop-down menu.
• You can add to existing categories at any time by reopening the menu.

Administering Categories

Adding Categories

• Select Add parent category, enter a name, and click Create parent category.
• To add a child category, choose Add child category within the relevant parent.
  
  

Assigning Colours

Colours can be applied to child categories to help visualise workload distribution.

• Click the colour square beside the child category, select your colour, and click Save.
  
  

Moving and Ordering Categories

• Use the Move and order links to rearrange both parent and child categories.
  
  
  

Tips

• You can restrict a parent category so only one child category can be applied to each Track item.
  
  

Enable this by selecting the Restrict to one child category option.