You can quickly add a new category with just a few steps.
Where to find the Category menu
To create a new category:
Click the Daymi icon in the left-side menu.
Navigate to Processes - Categories.
Steps to add a new Category
There is an Add Category button in the top right corner.
Enter a Category name - This is required.
Add a Description (optional) – While not mandatory, adding a description can help clarify the purpose of the category, especially for new colleagues.
Files (optional) – You can store all related documents. For example, if you are organizing client and fund information, you can add contracts, agreements, and key files.
Usage examples
Outsourcing companies may use categories to represent different clients.
Companies with multiple business areas may use categories to reflect each area.
Managing Categories
Categories cannot be deleted to maintain an audit trail.
Instead, categories can be marked as inactive when they are no longer needed.
Assigning Categories
Find more information here.
Client Details Page
You can view items linked to a category - including processes, issues, and external contacts - directly from the Process → Categories page.
For teams using categories to represent work areas (e.g. Reconciliation, NAV, Risk), this provides a clearer, more connected view of related items.
For service providers who’ve renamed categories to Clients (Daymi can help with this), the view effectively becomes a Client database, where each client page shows all related items in one place.
