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.
