Adding a category

Plan supporting adding a category

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

Method 1: Using the 'Create' button

1. Navigate to Documentation () in the Knowledge base portal.

2. Click Create (at the top left of the screen) dropdown and select Category.

   
   The Create new category panel will appear.

3. Enter a Name for the new category.

4. In the Nest category under the field, choose the category’s position (root level or inside an existing category).

5. Choose the Type of category (Folder, Index, Page or GitHub).

6. Click Create.
   A new category or subcategory is added.
   

NOTE

You can find detailed information about these in the Category types help article.

Method 2: Using the option in category manager

1. Navigate to Documentation () in the Knowledge base portal.

2. Hover over just below a category (category levels are not expanded), and a purple icon will appear.

3. Click the icon and then click Category.
   The Create new category window will appear.

4. Enter a category name for the new category.

5. Choose the position of the category (root level or inside an existing category). Click Reset to create the category in Root level.

6. Choose the type of category (Folder, Index, Page or GitHub).

7. Click Create.
   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.

NOTE

• 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 option.

• 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 the More (•••) option in category manager

1. Navigate to the Documentation () section in the Knowledge base portal.

2. Hover over the desired category, click the More (•••) icon and select Add sub category.

   The Create new category panel will appear.

3. Enter a category name.

4. Choose the category location (Select "Root category" to create a first-level category).

5. Select the desired category type (Folder, Index, Page or GitHub).

6. Click Create.

Method 2: Using the option in category manager

1. Navigate to the Documentation () section in the Knowledge base portal.

2. Hover the mouse pointer just below any open category level (category level is expanded), and a purple icon will appear.

NOTE

To add the same level of subcategory, make sure that the category level is not expanded.

3. Click the icon and click Category.

4. Enter a category name.

5. Choose the position of the category (root level or inside an existing category). Click Reset to create the category in Root level.

6. Choose the type of category (Folder, Index, Page, or GitHub).

7. Click Create.

Method 3: Using the More (•••) option found above the editor

NOTE

This method only applies to adding a subcategory under an index category type.

1. Navigate to the Documentation () section in the Knowledge base portal.

2. Click on the category or subcategory under which you want to add the new subcategory.

3. Hover the mouse pointer above the category name at the top.

4. Click More (•••) icon and select Add sub 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, Page or GitHub).

8. Click Create.