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

Method 1 - Using the 'Create' button

  1. From the Knowledge base portal, go to the Documentation ( ) icon.

  2. Click Create (at the top left of the screen) > Category.
    1_Screenshot-Creating_a_new_root-level_category

    The Create new category module appears.

  3. Enter a Name for the new category.

  4. In the Nest category under field, choose the position of the category (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.
    2_Screenshot-Create_new_category.png

Note

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

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

  1. From the Knowledge base portal, go to the Documentation ( ) icon.

  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 then click Category.
    The Create new category window appears.
    3_Screenshot-Category_manager-Create_new_category_method2

  4. Enter a category name for the new category.

  5. Choose the position of the category (root level or inside an existing category).

  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.

4_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" 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 '••• More' option in category manager

  1. From the Knowledge base portal, go to the Documentation ( ) icon.

  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) > Add sub category.
    5a_Screenshot-Category_manager-Create_new_category_method1

    The Create new category module appears.

  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, Page or GitHub).

  7. Click Create.

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

  1. From the Knowledge base portal, go to the Documentation ( ) icon.

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

Note

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

  1. Click the + icon and click Category.

  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, Page, or GitHub).

  5. Click Create.

Method 3 - Using the '••• More' option found above the editor

Note

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

6a_Screenshot-Category_manager-Create_new_category_method3

  1. From the Knowledge base portal, go to the Documentation ( ) icon.

  2. Navigate to 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) > 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.

Related articles