Skip to main content

🏷️ Categories

Categories are your own folders for protection plans: Finance, Marketing, Client X. They do not change who can reach a plan; they only keep the overview readable as the number of plans grows.

You find them under Protection plans → Categories. The page is described as "Organise protection plans using custom categories."

The Categories overview with a category and the built-in Uncategorised group

The overview​

Every row shows a category's name and description, and how many Backup Plans and Business Continuity Plans it holds.

One group is always there: Uncategorised ("Plans that have not been assigned to a category"). Every plan that has no category of its own lives there, so a new organisation starts with all its plans in Uncategorised.

Create a category​

  1. Select Create category (or Create first category while you have none).
  2. Give it a name (required) and, if you like, a description of up to 500 characters.
  3. Select Save category.

You land on the category's page with the confirmation "Plan category added successfully" and the choice to create another category.

What the category page shows​

  • Details: name and description, with Edit category and Delete category.
  • Backup Plans and Business Continuity Plans: the plans in this category, each with the option to add plans: "Select existing plans to add to this category."

Put a plan in a category​

  • While creating a plan: step 2 of the wizard, Plan details, has a Category field. Pick an existing category, or choose Create new category right there. A plan you do not categorise stays in Uncategorised.
  • On an existing plan: the plan's page shows its Category with an Edit link.
  • From the category: add existing plans on its Backup Plans or Business Continuity Plans tab.

A plan belongs to one category at a time.

Good to know​

  • Categories are not limited on the Startup plan: your subscription page shows Categories as Unlimited, next to the limits that do apply (members, teams, plans and media storage).
  • Categories never replace teams: teams decide who may access a plan, categories only decide where you find it.
  • A category is not a governance object: it carries no access rule, gate or share, so renaming one never changes who can reach a plan.