---
title: Adding Categories / Subcategories
description: Set up categories (Equipment, Facilities, IT, Office, etc.) for more granularity in creating tasks.
---

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# Adding Categories / Subcategories

## Set up categories (Equipment, Facilities, IT, Office, etc.) for more granularity in creating tasks.

#### Step 1:

Go to **Setup / Categories.** Add a new category (if not already setup). 

![](https://www.owlops.com/hubfs/image-png-Jan-28-2022-03-54-34-19-PM.png)

#### Step 2:

Once you've set up your main categories, you can add "subcategories" to add specific pieces of equipment, facilities, etc. This will make it easier when creating a task / reporting purposes. 

![](https://www.owlops.com/hubfs/image-png-Jan-28-2022-04-47-11-02-PM.png)

**A. Assign:** Select who the default person should be assigned to. (e.g. In the example above, any tasks with Blender selected will go to Luis, and any tasks being assigned to a Broiler would default to Mike.) 

**B. Task Defaults:** Add troubleshooting messages to prompt your team before they submit a task. You can also change the default priority of each subcategory (eg.  You may want to set the priority of the broiler to HIGH and prompt your team to check a few things before they create a task).

![](https://www.owlops.com/hs-fs/hubfs/image-png-Jan-28-2022-05-03-43-47-PM.png?width=442&name=image-png-Jan-28-2022-05-03-43-47-PM.png)

When creating a task, the prompt will appear like the image below and the priority will be defaulted to how it was set. 

![](https://www.owlops.com/hs-fs/hubfs/image-png-Jan-28-2022-05-02-53-36-PM.png?width=552&name=image-png-Jan-28-2022-05-02-53-36-PM.png)

**C. Common Issues:** You can create common issues with your subcategories that will make it easy to select from a dropdown when creating tasks.

![](https://www.owlops.com/hs-fs/hubfs/image-png-Jan-28-2022-05-12-44-10-PM.png?width=653&name=image-png-Jan-28-2022-05-12-44-10-PM.png)

**D. Assignment:** If you want specific people to be assigned to subcategories based on certain locations, you can set these here (e.g. you want a specific technician to be responsible for broilers but only for restaurants 1, 2, and 3). 

![](https://www.owlops.com/hs-fs/hubfs/image-png-Jan-28-2022-06-00-35-61-PM.png?width=594&name=image-png-Jan-28-2022-06-00-35-61-PM.png)

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