--- title: Work Order Category- General Info | FlowPath Help Center description: FlowPath Knowledge Hub --- [Skip to content](https://helpcenter.getflowpath.com/work-order-category-general-info-flowpath-help-center#main-content) [![flowpath\_kb\_logo\_tagline-1](https://helpcenter.getflowpath.com/hs-fs/hubfs/flowpath_kb_logo_tagline-1.png?width=550&height=99&name=flowpath_kb_logo_tagline-1.png)](https://www.getflowpath.com/) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [FlowPath Knowledge Hub](https://helpcenter.getflowpath.com/?hsLang=en-us) 2. [Work Orders](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us) 3. [Work Order Categories](https://helpcenter.getflowpath.com/work-orders?hsLang=en-us#work-order-categories) # Work Order Category- General Info | FlowPath Help Center ### Work Order Category- General Info Color code your categories, add custom fields and questions, add custom prefilled descriptions and enable Category Priority. August 26, 2024 [WorkOrderCategory-GeneralInfo.pdf](https://downloads.intercomcdn.com/i/o/1158827538/70b0625be85b30abb2e9d487/WorkOrderCategory-GeneralInfo.pdf?expires=1784322000&signature=b0fceb870c839d45a3894dbbfeb774f4701567f9dac4802bb355a43f85ffae1d&req=dSEiHsF8moRcUfMW3Hu4gcpH69h9sJ%2BpVCSTEmhGxMzownPnBEyzNe5%2FkHgq%0AZw%3D%3D%0A) ​ 1\. Navigate to [https://app.getflowpath.com/work-orders](https://app.getflowpath.com/work-orders) 2\. Go to your Action Menu to access your global settings. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-41-4529-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829025/1f1699a7b39504e57a2706c4/ascreenshot.jpeg?expires=1784231100&signature=cbeb64727eaf50c1d43f4c596644b6dce5d2d2cfc1e97dac392fddc0d57be934&req=dSEiHsF8lIFdXPMW1HO4zVA0RMkXfuHcmZ%2F49nHler9Tj6XNs8K9BiUNaQDg%0AUpRgeQmCrjpKX3ZRZZI%3D%0A) 3\. Click "Global Settings" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-46-4798-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829047/c0f36c699b83519f89180700/ascreenshot.jpeg?expires=1784231100&signature=3b8561e06b5fc36bd10204de7f10cabb47359b41400619493c430ed8a4f48295&req=dSEiHsF8lIFbXvMW1HO4zew4YQSxxzrDmwUdjUuwI5h%2FmM%2B2kIFdPPrmHlol%0AYe4lCzwi%2Bjyas3L%2BeMU%3D%0A) 4\. Click "Work Orders" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-23-51-5274-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829068/0369a2417d93830b3f5e6a9f/user_cropped_screenshot.jpeg?expires=1784231100&signature=07fc5fb85c6a13e27fbfebc486a673b6374675ee6b899f4e19c503052e125c16&req=dSEiHsF8lIFZUfMW1HO4zXdVRGWKBYrEkXP11ZcvTKAFqfcOtWochJ%2Fjscev%0AevP2tIB5Exqm6fcMW28%3D%0A) 5\. Click "Categories" in the jump to section or scroll down. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-23-56-6139-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829092/a492382cb4d21a60ff36c788/ascreenshot.jpeg?expires=1784231100&signature=e42c39575ac054d6702ffc028d835353c3dc947f189ed030e598258be801ddd2&req=dSEiHsF8lIFWW%2FMW1HO4zcE1l3w8fYrls8C%2FbZPDntifM9keFUHrytZH2wsd%0AiOcdHpu1%2FLC6ZgDOzeU%3D%0A) 6\. Click on the category you would like to update the general info for, or create a new category. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-24-01-6624-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829130/61f8291aa1ff7b89bcd2e7c9/ascreenshot.jpeg?expires=1784231100&signature=cfe75a7234cb67a8fec9ae54edd9890b689ca51fd53a830e4a15db70f1564a0e&req=dSEiHsF8lIBcWfMW1HO4zbvUr%2BBv7r4pymMspXdBxqBLWdMZbaEdkWos%2FfFS%0AX7HkfwGU6GNiVH0qyns%3D%0A) 7\. Under General Info you can color code your categories, this will allow you to easily visually identify which categories are used on work orders on your main dashboard. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-06-7054-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829152/9d7405afbfb02df878b962f3/user_cropped_screenshot.jpeg?expires=1784231100&signature=26b2d5b920983b27ad68256c8c61e952b2817c829580afda5c4b2ab246f1625c&req=dSEiHsF8lIBaW%2FMW1HO4zaOlljX9pMYKs%2F87wRtYjMqprm%2BDcAuGe4zF3Gl5%0AEpuVqIYASGEcI9knzB4%3D%0A) 8\. By toggling the "Priority Category" on, this categories automations will take priority over a non priority category when more than one is selected on a work order. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-11-9183-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829177/a233f17621bf2e09f0bfa51e/user_cropped_screenshot.jpeg?expires=1784231100&signature=b15fe96649587981571461b5e5922d3671d8c976d774d85108e5485b5e3f39f4&req=dSEiHsF8lIBYXvMW1HO4zZQjo6QD80%2BCjBe5IfG99G2QpPerWiYDK3GkhMET%0AhY%2FhcLZtRjat48pBMvQ%3D%0A) 9\. Custom Questions can also be added in General Info. They can be created as a text field, Checkbox, Number value, or DateTime selection. You can also choose to make these required by checking the Required field before selecting "+Add Field" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-16-8315-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829202/d55b42da30e20e11049e60a6/user_cropped_screenshot.jpeg?expires=1784231100&signature=5cbd5cacaf0b05e5969a081c95088f8988915106387b136932a8ea0f3339b9b1&req=dSEiHsF8lINfW%2FMW1HO4zcW0wZDbQ7SBXazU4IwHvKCwCsmTpYeOmXvo7EhN%0AylvK5CyOJ%2FxTw7gWTW0%3D%0A) 10\. Custom Work Order Descriptions can also be added, this means anytime someone selects the category the description field will have prefilled values in the description field. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-21-8747-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829225/bbe2639dc2d7d1dd0b652cee/user_cropped_screenshot.jpeg?expires=1784231100&signature=dc190118e3bacc1850d2efb93c10585124da67dea4a2f07a745c2fd5fe10ec41&req=dSEiHsF8lINdXPMW1HO4zVgL08mqMLjERqeHTRfOB%2FeQNqNsBG1E06YOiGHI%0A6Bg0Ut%2BpChJ4ZXluM3c%3D%0A) 11\. Be sure to click "Update" after making any changes to ensure they are saved. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-26-8936-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829241/deed7f232058058b633f678d/user_cropped_screenshot.jpeg?expires=1784231100&signature=b34bdb3b668a0b6501db5958d0149145ab68bd00e83262d759835e0fe9e4ab89&req=dSEiHsF8lINbWPMW1HO4zT7MWOnVQDew21A6sEUxWNZsal%2FXlgzZmSiNVU3F%0A7%2FenJAG12%2FS0p6q0h5Q%3D%0A) 12\. Click here to exit and work on another category. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-Jul-16-2026-07-24-32-0310-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829258/0a2165ee9c0e7c9c0096bd61/user_cropped_screenshot.jpeg?expires=1784231100&signature=cf03b220feadce177460c6830557f9dfc6e4198c53b26e4065de0fe609fe1cd2&req=dSEiHsF8lINaUfMW1HO4zeX6f8PwloGu5ulWQkuL%2FeqibfM0NCt2n7DH7AUe%0AxaBnukFHaeVKpmvPDKE%3D%0A) 13\. To test your set up head over to your Work Orders and create a test Work Order with your "New Category" and see your new features in action. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-24-37-2241-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829283/bd81e43231f5e553ec7dca28/ascreenshot.jpeg?expires=1784231100&signature=b4716803bc88bf82ef5feb82aec4e2567cf4e957431b057f828e60f64871185e&req=dSEiHsF8lINXWvMW1HO4zRXpH6%2FWVVn6K8RJ3zW7koxu18VB4XtHAlXTICV0%0AxQJYiGDItmtD37lDQ2s%3D%0A) 14\. Once selected you will see your "Custom Question" field as well as your custom description. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-24-42-1843-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829302/018ef63a45af498d7840e096/ascreenshot.jpeg?expires=1784231100&signature=71f38807f520ab1c7fe56c54cc67526e0cdc7c8fce942bfba0f4461c4f798afe&req=dSEiHsF8lIJfW%2FMW1HO4zQ2hCXf7U1B%2BKJG6u1LqkrQnAd0%2F1xDEKz4z%2F2UB%0AXxy12Lb%2Fudn3ESmlGsQ%3D%0A) 15\. Click "Submit Work Order" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-24-47-4808-PM.jpg)](https://flowpath.intercom-attachments-1.com/i/o/1158829318/0002c417f9c8aa4703644a98/ascreenshot.jpeg?expires=1784231100&signature=8ea3687cabb73e2b4074729567c89f7c18fa3268d11d5ec6a17502e118c0e912&req=dSEiHsF8lIJeUfMW1HO4zcfMPUDJDjS4c0RENFSujFjFNQ5myZzvoO7TIUeN%0APAWdu5IWRG2lB5szrUc%3D%0A) 16\. Congratulations you have now created a custom question, custom description and used it on a work order! 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