--- schema_version: "1" id: 76ff7c68eec7e616b1deeb0134bb79084201b3caf01e492922726ae311ee2cd4 title: Manage Categories collection: mulesoft version: current locale: en-us portal_url: https://docs.salesforce.com/mulesoft/current/en-us/rpa-manager/processautomation-prepare-project-category.md canonical_url: https://docs.mulesoft.com/rpa-manager/processautomation-prepare-project-category source_site: docs.mulesoft.com content_type: documentation content_hash: d121d25ae54bf543de61d46b38d83e36091f5c2676aa767c9ece79ad08816e45 description: MuleSoft Documentation Site latest: true --- --- product: RPA Manager --- # Manage Categories > For the full documentation index, see: https://docs.mulesoft.com/llms.txt Process team members organize projects into categories. Manage a set of categories from which process team members can choose one when they create a [process evaluation](https://docs.mulesoft.com/rpa-manager/processevaluation-propose#create-a-process-evaluation) or an [automation project](https://docs.mulesoft.com/rpa-manager/processautomation-manage#create-an-automation-project). A category describes the environment of a process in a few keywords, for example `Customer Support Mythical University` or `Finance`. A process can only belong to a single category. First, create a standard category, so the process team can start with process automation quickly. The team can change the category of a process later. After the team automates the first few projects, create an archive category to move the completed projects there. ## Before You Begin - Ask an organization administrator in Access Management to assign you the required permissions:
ActionRPA PermissionDeprecated RPA Permission

Open the Process Automation module.

RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator

Process Automation Open

## View All Categories To view all existing categories for automation projects, open the **Process Management** view of the **Process Automation** module. ## Create a Category Create a category that process team members can choose when they create a process evaluation or an automation project. The name of a category should consist of a unique set of distinct keywords that describe the common environment of a set of processes. To create a category: 1. Open the **Process Management** view of the **Process Automation** module. 2. Click **Create**. 3. Enter a name in the **Create a category** window. 4. Click **OK**. The category panel shows the number of contained projects and how many are in development and in production. ## Edit a Category Edit a category to render its name more precisely: 1. Open the **Process Management** view of the **Process Automation** module. 2. Click **Edit** (![pen-to-paper symbol](/mulesoft/current/en-us/rpa-manager/_images/edit-icon.png)) on the panel of the category to edit. 3. Change the name in the **Edit the category** window. 4. Click **OK**. ## Remove a Category Remove categories that are no longer needed. You can only remove categories that do not contain processes. To remove a category: 1. Open the **Process Management** view of the **Process Automation** module. 2. Click **Remove** (![trash symbol](/mulesoft/current/en-us/rpa-manager/_images/delete-icon.png)) on the panel of the category to delete. ## Open a Category To view the contained projects, open the category: 1. Open the **Process Management** view of the **Process Automation** module. 2. Click the name of the category. The project panels show the data and actions of the project. ## See Also - [Assign a Category to a Process Evaluation](https://docs.mulesoft.com/rpa-manager/processevaluation-propose#processevaluationdata-category) - [Assign a Category to an Automation Project](https://docs.mulesoft.com/rpa-manager/processautomation-manage#projectdata-category)