There are two ways to add a main category (root level) in your workspace.
Method 1 - Using the 'Create' button
- From the Knowledge base portal, go to Documentation
- Click Create (at the top left of the screen) → New category. The Create new category module appears
- Enter a category name for the new category
- Choose the position of the category (root level or inside an existing category)
- Choose the type of category (Folder, Index, or Page)
The category types are self-explanatory. However, you can find detailed information about these in the Category types help article.
- Click Create, and a new category or subcategory is added
Method 2 - Using the '+' option in category manager
- From the Knowledge base portal, go to Documentation
- Hover the mouse pointer just below a closed category (category levels are not expanded), and a purple + icon appears
- Click the + icon and the New category window appears
- Enter a category name for the new category
- Choose the position of the category (root level or inside an existing category)
- Choose the type of category (Folder, Index, or Page)
- Click Create, and a new category or subcategory is added
Adding a subcategory
You can create up to seven levels of categories (1 Root category + 6 subcategory levels). The New category option is disabled for subcategories after that.
- Document360 recommends up to three subcategory levels. The optimal is two subcategory levels
- When you have more subcategory levels, the user would find it challenging to navigate and discover the desired article without using the "Search"
- However, you can structure the Knowledge base based on your requirement as Document360 facilitates content discoverability using tags, all-in-one search, related articles, internal linking, cloning articles, replicating or sharing one article in multiple categories, and the starred categories/articles feature
There are three ways to add a subcategory.
Method 1 - Using '••• More' option in category manager
-
From the Knowledge base portal, go to Documentation
-
Hover the mouse pointer over the category level under which you want to associate the new subcategory, and the ••• (More) icon appears
-
Click ••• (More) → New category and the Create new category module appears
-
Enter a category name
-
Choose the category location (Select "Root category" if you want to create a first-level category)
-
Select the desired category type (Folder, Index, or page)
-
Click Create
Method 2 - Using the '+' option in category manager
- From the Knowledge base portal, go to Documentation
- Hover the mouse pointer just below any open category level (category level is expanded), and a purple + icon appears
Make sure that the category level is not expanded.
- Click the + icon and the New category module appears
- Enter a category name
- Choose the position of the category (root level or inside an existing category)
- Choose the type of category (Folder, Index, or Page)
- Click Create
Method 3 - Using the '••• More' option found above the editor
This method only applies to adding a subcategory under a folder and index category type.
- From the Knowledge base portal, go to Documentation
- Navigate to the category or subcategory under which you want to add the new subcategory
- Hover the mouse pointer near the category name at the top
- Click •••(More) → New category
- Enter a category name
- Choose the position of the category (root level or inside an existing category)
- Choose the type of category (Folder, Index, or Page)
- Click Create