Open the Work > Administration > Work Flow Setup module of your choice.
Click the Filter in the module toolbar and select an existing filter or create a filter for the Work Flow Setup records you to which you want to add categories.
Click the Count button. A pop-up indicates the number of records in the filterset.
Click OK to proceed.
Click Run. The grid displays the records that met the filter criteria.
Click the Toolkit and select Add Multiple Categories | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.
Click Yes. A pick-list of available Categories appears. (These records come from the Work > Administration > Work Flow Setup > Category Setup module.)
Use CTRL + click to select the desired Category(ies).
Click Select. The system adds the Categories to all Work Flow Setup records in the filterset.
Add Multiple Categories for Selected Record(s)
Enables you to add one or more Categories to multiple Task Setup records through a single action.
Open the Work > Administration > Work Flow Setup module of your choice.
Select one or more records in the grid.
Click the Toolkit and select Add Multiple Categories | Selected Record(s). A pick-list of available Categories appears. (These records come from the Work > Administration > Work Flow Setup > Category Setup module.)
Use CTRL + click to select the desired Category(ies).
Click Select. The system adds the Categories to the selected Work Flow Setup records.
How to add one or more Categories to Task Setup records in the current filter
in the module toolbar and select an existing filter or 
and select Add Multiple Categories | Current Filter. The system asks whether you want to run the tool against the number of records in the filter.