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Category Management

Learn how to organize your knowledge base with effective category management.

Understanding Categories​

Categories provide a hierarchical structure to organize your knowledge base content, making it easier for users to find information. A well-structured category system improves:

  • Content discoverability
  • Navigation efficiency
  • User experience
  • Content management

Creating Categories​

Steps to Create a Category​

  1. Navigate to Knowledge Management > Categories
  2. Click "Add New Category"
  3. Enter the category name
  4. Add a description (optional but recommended)
  5. Select a parent category (if applicable)
  6. Set visibility and access permissions
  7. Save the category

Category Naming Best Practices​

  • Use clear, descriptive names
  • Keep names concise
  • Use consistent naming conventions
  • Avoid abbreviations when possible
  • Consider searchability

Organizing Categories​

Hierarchy Best Practices​

  • Limit hierarchy depth to 3-4 levels
  • Group related content together
  • Balance breadth and depth
  • Consider user navigation patterns

Category Relationships​

  • Parent-child relationships
  • Related categories
  • Cross-category linking

Managing Categories​

Editing Categories​

  • Update names and descriptions
  • Move categories within the hierarchy
  • Merge similar categories
  • Split overly broad categories

Category Permissions​

  • Set visibility by user roles
  • Configure edit permissions
  • Manage access control

Measuring Category Effectiveness​

  • Track usage metrics
  • Analyze search patterns
  • Collect user feedback
  • Perform regular audits