Adding a category/subcategory
- 24 Feb 2023
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
Adding a category/subcategory
- Updated on 24 Feb 2023
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
- New
Article Summary
Adding categories to a knowledge base helps to organize articles into their respective topics. There are two ways to add a category: from the knowledge base portal, go to Documentation and click New > Add Category; or hover the mouse pointer just below a closed category and click the purple icon.
Share feedback
Thanks for sharing your feedback!
Adding categories helps to keep the articles under their respective topic.
Adding a category
There are two ways to add categories.
Method 1
From the knowledge base portal, go to Documentation
Click + New (at the bottom left of the screen) → Add category and the Add category window appears
Enter a name for the new category and select the desired category type
Category types
The category types are self explanatory. However, you can find detailed information about these in the Category types article.
- Click Create and the new category appears at the bottom of the category list
Method 2
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 Add category window appears
Enter a name for the new category and select the desired category type
Category types
The category types are self explanatory. However, you can find detailed information about these in the Category types article.
- Click Create
Adding a subcategory
You can create up to seven levels of subcategories. The Add category option is disabled for subcategories after that.
Best practices
- Recommended subcategory levels in a category is 3. The optimal subcategory level is 2
- When you have more subcategory levels, the user would find it difficult to navigate to the desired content
- However, you can structure the Knowledge base based on your requirement
There are three ways to add a subcategory.
Method 1
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 ••• (More) icon appears
Click ••• (More) → Add category and the Add category window appears
Enter a name for the new category and select the desired category type
Category types
The category types are self explanatory. However, you can find detailed information about these in the Category types article.
- Click Create
Method 2
- 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
To add the same level of subcategory
Make sure that the category level is not expanded.
Click the + icon and the Add category window appears
Enter a name for the new category and select the desired category type
Category types
The category types are self explanatory. However, you can find detailed information about these in the Category types article.
- Click Create
Method 3
This method is applicable only for adding a subcategory under the folder and index category types
From the knowledge base portal, go to Documentation
Navigate to the category or subcategory under which you want to add the new category
Click +New dropdown → Add category and the Add category window appears
Enter a name for the new category and select the desired category type
Category types
The category types are self explanatory. However, you can find detailed information about these in the Category types article.
- Click Create
Was this article helpful?