There are two ways to add a main category (root level) in your workspace.

Method 1 - Using the 'Create' button

39_Screenshot-Creating_a_new_root-level_category

  1. From the Knowledge base portal, go to Documentation
  2. Click Create (at the top left of the screen) → New category. The Create new category module appears

3_Screenshot-Category_manager-Create_category_module

  1. Enter a category name for the new category
  2. Choose the position of the category (root level or inside an existing category)
  3. Choose the type of category (Folder, Index, or Page)
Category types

The category types are self-explanatory. However, you can find detailed information about these in the Category types help article.

  1. Click Create, and a new category or subcategory is added

Method 2 - Using the '+' option in category manager

6_Screenshot-Category_manager-Create_new_category_method2

  1. From the Knowledge base portal, go to Documentation
  2. Hover the mouse pointer just below a closed category (category levels are not expanded), and a purple + icon appears
  3. Click the + icon and the New category window appears

3_Screenshot-Category_manager-Create_category_module

  1. Enter a category name for the new category
  2. Choose the position of the category (root level or inside an existing category)
  3. Choose the type of category (Folder, Index, or Page)
  4. 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.

2_Screenshot-Category_manager-Subcategory_levels

Best practices
  • 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

5_Screenshot-Category_manager-Create_new_category_method1

  1. From the Knowledge base portal, go to Documentation

  2. Hover the mouse pointer over the category level under which you want to associate the new subcategory, and the ••• (More) icon appears

  3. Click ••• (More) → New category and the Create new category module appears
    3_Screenshot-Category_manager-Create_category_module

  4. Enter a category name

  5. Choose the category location (Select "Root category" if you want to create a first-level category)

  6. Select the desired category type (Folder, Index, or page)

  7. Click Create


Method 2 - Using the '+' option in category manager

6_Screenshot-Category_manager-Create_new_category_method2

  1. From the Knowledge base portal, go to Documentation
  2. Hover the mouse pointer just below any open category level (category level is expanded), and a purple + icon appears
To add the same level of subcategory

Make sure that the category level is not expanded.

  1. Click the + icon and the New category module appears
  2. Enter a category name
  3. Choose the position of the category (root level or inside an existing category)
  4. Choose the type of category (Folder, Index, or Page)
  5. 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.

7_Screenshot-Category_manager-Create_new_category_method3

  1. From the Knowledge base portal, go to Documentation
  2. Navigate to the category or subcategory under which you want to add the new subcategory
  3. Hover the mouse pointer near the category name at the top
  4. Click •••(More) → New category
  5. Enter a category name
  6. Choose the position of the category (root level or inside an existing category)
  7. Choose the type of category (Folder, Index, or Page)
  8. Click Create