---
title: How to Create and Manage Category and Subcategory
description: "## Overview Categories and sub-categories help streamline information management by allowing grouping similar items together based on shared characteristics or their relevance within the organizational structure. This organizational tool enhances clarity and accessibility, facilitating efficient navigation and retrieval of SOPs…"
url: "https://pluto-men.com/help/how-to-create-and-manage-category-and-subcategory/"
updated: "2026-04-02"
category: Plutomen WORKFLOW / Company Admin
---

# How to Create and Manage Category and Subcategory

## Overview

Categories and sub-categories help streamline information management by allowing grouping similar items together based on shared characteristics or their relevance within the organizational structure.

This organizational tool enhances clarity and accessibility, facilitating efficient navigation and retrieval of SOPs and checklists as per the user’s organizational needs and preferences.

## How to Create a New Category

**Step 1: Access Categories**
Go to Settings → Categories.

![catagory](https://pluto-men.com/wp-content/uploads/2025/09/catagory-1024x576.jpg)

**Step 2: Create Category**
Click Create

**Step 3: Enter Category Details**
Provide:

- Category Name

![create catagory](https://pluto-men.com/wp-content/uploads/2025/09/create-catagory-1024x576.jpg)

**Step 4: Save Category**
Click Save.

👉 Use clear and standardized names to maintain consistency.

## How to Create a Subcategory

### Step 1: Access Subcategories

Go to **Settings → Subcategories**.

![sub catagory 2](https://pluto-men.com/wp-content/uploads/2025/09/sub-catagory-2-1024x576.jpg)

### Step 2: Create Subcategory

Click **Create**.

### Step 3: Enter Subcategory Details

Provide:

- **Subcategory Nam**e

![create sub catagory highlight](https://pluto-men.com/wp-content/uploads/2025/09/create-sub-catagory-highlight-1024x576.jpg)

### Step 4: Save Subcategory

Click **Save**.

# **How to Edit Existing Categories or Subcategories and Update Their Details**

### Step 1: Open Section

Go to **Categories** or **Subcategories**.

### Step 2: Select Record

Choose the item you want to update.

### Step 3: Click Edit

Click **Edit** or use the **three dots (⋮)** menu.

### Step 4: Update Details

Modify:

- Name

### Step 5: Save Changes

Click **Save**.

# **How to Delete Categories or Subcategories**

**Step 1: Open Section**

Go to **Categories** or **Subcategories**.

**Step 2: Select Record**

Choose the item you want to delete.

### Step 3: Delete

Use the three dots (⋮) menu and select delete.

### Step 4: Confirm Action

Confirm the deletion.

👉 Deleting categories or subcategories may affect related records.

## How to Use Categories and Subcategories While Creating Jobs, Checklists, or SOPs

**Step 1: Open Module**

Go to **Jobs, Checklists**,**or SOPs.**

**Step 2: Locate Category Field**

Find **Category** and **Subcategory** fields.

![all in 1](https://pluto-men.com/wp-content/uploads/2026/04/all-in-1-1024x576.png)

**Step 3: Select Category**

Choose the appropriate category.

**Step 4: Select Subcategory**

Choose the relevant subcategory.

**Step 5: Save**

Click **Save**.

👉 This ensures proper classification and easier tracking.