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How to Create Tool, Material, or Template Categories in ToolWatch

Use categories to organize your tools, materials, or templates in ToolWatch for easier item tracking and management.

Overview

ToolWatch allows you to create three types of categories to help organize your inventory:

  • Tool Categories

  • Material Categories

  • Template Categories

Creating categories makes it easier to group similar items and improve search and reporting. You can create categories directly from the Navigation Panel under Administration.


Steps to Create a Category

  1. From the left-hand Navigation Panel, expand Administration.

  2. Expand the Settings section.

  3. Select Categories under Tools & Materials.

  4. At the top of the screen, use the dropdown to choose the category type:

    • Tool Categories

    • Material Categories

    • Template Categories

  5. Click Create New in the top-right corner.

  6. In the Description field, enter the name of the new category.

  7. Click Save.

✅ Your new category will now appear in the list.


Edit or Delete a Category

After creating a category, you can manage it using the Edit or Delete links next to it in the list view.


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