Use this feature to manage the template steps categories. Link the existing step templates to new template step categories. Remove the link from unused stepl template categories. 

Navigate to Administration - Steps - Step Template Categories page. 

The UI is rendered as shown below. The step templates category is listed on the left pane. All template steps which are not linked to the category are listed on the right pane. The template steps associated with this category is displayed as “Linked to the category” with the check-box enabled. To link more template steps select from the list “Not linked to the category” by enabling the check-box. The steps are then moved to the linked category list automatically. To unlink the step then undo the check-box selection.  

Right-click on the “Step Template Category” and select “Create” option. 

Provide the step template category name. An alert notification confirms the changes. 

Select the step template category. Select the step template and click on the check-box to enable. The step template is now linked to the chosen step template category. 

Rename a step template category

Select a step template category from the tree. Select Actions - Rename menu option. 

Provide the new name and select UPDATE button to confirm the changes. The step template category name is updated and placed in the tree by sort order. An alert notification confirms the changes. 

Remove a step template category

Select a step template category from the tree. Select Actions - Remove menu option. 

Select OK to confirm the action. The step template category is removed from the tree list. An alert notification confirms the changes.