Creating a step category

Learn to create a step category

Last published at: May 20th, 2026

This function creates a step category.

Navigate to the “Administration > Steps > Step Categories".

 

The “Manage Step Categories” page is rendered on the same page. The step categories are sorted alphabetically and arranged as shown below.  

 

Click to select a step category. A list of steps, both linked and unlinked, is arranged in separate columns. Use the “Search” text box to filter the list.  

 

Select “Step Categories” and right-click to create a new category.  

 

Select a category, then right-click to access the “Create Sub Category, Rename Category, Delete Category, and Upload Icon” features. 

 

A new node is inserted when a step category is created. Provide a name and press ENTER to confirm. The category is created, and a confirmation message is displayed in the top-right corner. 

 

Select a category, then click the “Actions > Create” menu as an alternative approach.