Categories within Tracks give you greater flexibility in organising and filtering activities. They make it easier to focus on the work that matters most and help you define each activity more clearly—making your Projects easier to navigate.
Why use categories?
Categories can be applied in many ways, including:
- Tracking maturity of controls
- Documenting applicability justifications
- Monitoring department or location-specific work
- Highlighting sections of controls for upcoming internal or external audits
And more, depending on your needs.
Important to know
- You must be a Project Administrator to create categories.
- Categories won’t appear until they are first added via the Project settings page.
Creating Categories
- Go to the Project where you are an Administrator.
- Click Settings in the top-right corner of the page.
- Scroll down to Categories and select the option to set them up.
- Add as many parent and/or child categories as required.
Applying Categories
- Within activities: Categories can be selected directly from each activity page.
- In bulk: Use the Project progress page to apply categories to multiple activities at once.
- Filtering: From the Project progress page, filter activities to show only those with certain categories applied.
Related Links
You may also find these guides helpful:
If you have any questions, contact us at support@isms.online or via live chat within the platform.