Yes, Nailted offers the possibility to create as many custom categories as you need as they will help you to have a better structure and organization in your groups that will be useful to segment your metrics. See here more information about what you can use categories for.
💡The creation of custom categories is only available on some plans.
How to create a new group category
Any administrator with full permissions can create a new group category following the steps described below:
- Go to your Settings ⚙️ section that appears on the upper right hand side of your screen and select Categories.
- Next, select the Add category button that will open a new window.
- Add the Name that you want to give to your category.
- Select from the dropdown the category type that this group has from the options available:
- Organizational: This category describes groups that form the hierarchical structure of the organization and usually are defined within the organizational chart.
- Transversal: This category describes groups that have certain characteristics in common however the individuals that compose it have different roles in the hierarchical structure of the organization.
- Next, decide if the category will be relevant for analytics or not.
⚠️If you do not activate the relevant for analytics button, the groups that hold this category will not be visible either on the Evolution, Group list or Group comparison sections.
- Finally, click on the Add category button to finalize the category creation.
Now you can assign your new category to as many groups as you need. See here how to do it.