Step 1 – Click the Add New Category button to create a new custom category.
Step 2 – Give the custom category a name and a description.
Step 3 – Select the category scope from the drop-down (site or enterprise) and check the box to enable the category.
If Site is selected, the category will only be available in the site it was created in.
If Enterprise is selected, the category will be available across the enterprise.
Checking the Enabled box will make it enabled when saved.
Unchecking the Enabled box will make it disabled when saved.
Step 4 – Click the Add link in the Take Action column.
Step 5 – Once created, custom categories can be disabled/enabled (like standard categories) or deleted.
Step 6 – Click the edit link to change the category's name, description or scope. Then click Save when done.
