Documentation

Categories

Main menu -> Services

 

Creating categories in graphical mode

Follow these steps to create new categories, subcategories, and services in "Graphic View".

  • Go to "Services" in the menu.
  • Switch to Graphical View: Make sure you are in “Graphical View.” You can easily switch between “Graphical View” and “List View” using the buttons in the top right.
  • The graphical view shows all existing categories and services. Here you can create new categories, add subcategories, and link services to the respective categories.
  • If there are no categories, click the plus sign (+) next to "Categories" in the hierarchy.
  • Enter the name of the new category, then click the green button to save. You can remove the category later using the red button.
  • Add subcategories or services: After a category is created, click the plus sign (+) to add either a subcategory or a new service.

  

Button legend for "Graphic view"

  • + (plus sign): Creates a new category or service.
  • The Pencil: Edits the selected item.
  • Green button: Saves the changes.
  • Red button: Deletes the item.
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