Add a New Category

You can add new Categories to the Team Review, in which to store related Topics and Documents.

Access    View | Team Review ( Ctrl+Alt+U )

Create a Category

Step

Action

See also

1

Right-click on a blank area in the Team Review window and select the New Category context menu option.

A new Category icon displays in the hierarchy.
 

NewCategory

 

Work on Team Review Items

2

Overtype the New Category text with the name of the Category, and click off the name.

The Category description editor displays in the Team Review tab; type the appropriate Category description, if required.

 

 

3

Add new Topics and/or resources to the Category.

 

Add a New Topic

Team Review Resources

 

Alternatively

 

1

Right-click on a blank area in the Team Review window and select the New Category from template context menu option.

A new Category icon displays in the hierarchy.

 

Work on Team Review Items

2

Overtype the New Category text with the name of the Category, and click off the name.

The New Category from Template dialog displays.

 

 

3

Click on the Template drop-down arrow and select a predefined template for the Category description.

Click on the OK button.

 

 

4

The Category description editor displays in the Team Review tab; type the appropriate Category description, if required.

 

 

5

Add new Topics and/or resources to the Category.

Add a New Topic

Team Review Resources