How to sort my Records by Categories?

Andy allows you to organise your Records into Categories for better identification.

To do this, simply go to Andy's Control Panel > Settings > Categories > Create Category. 

Next, you'll see the following screen where you'll need to name your category, choose Records as the Template Type, select a Colour, and specify the Order in which it will appear:

Next, assign the Resource to its corresponding category. To do this, go to Settings > Records and click on the Record you want to categorise.

You can assign it a category on the Category dropdown menu that appears on the right side of the screen.

And that's it!

That's how you create a category and assign it the relevant resources.

This is how a proper categorisation of Records should appear on the Andy App:

You may want to find out How to Activate an Action Plan 

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