---
title: "Set up Data entry workflow categories"
slug: "set-up-data-entry-workflow-categories"
tags: ["Task topic"]
updated: 2026-07-03T13:37:43Z
published: 2026-07-03T13:37:43Z
canonical: "docs.staedean.com/set-up-data-entry-workflow-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Data entry workflow categories

You can use Data entry workflow categories to group your workflow templates. For example, by functional area, like Sales or Product.

### Steps

1. Go to **Data entry workflow** > **Setup** > **Data entry workflow** categories.
2. Click **New**.
3. In the **Category ID** field, type a value.
4. In the **Description** field, type a value.