Overview

Categories are broad topics that group related articles together. For example, if you want information about using a specific product feature, you would go to the Category containing articles about that feature.

Sub-categories are more specific topics within a category. They help to organize articles further and make finding the exact information you are looking for easier. For example, if you are in the Category for a specific product, the sub-categories might include topics such as troubleshooting and installation.

This Article will cover how to create and configure Categories and Sub-Categories. You can access the Categories menu by clicking "Categories" on the Knowledge Base tab.

You'll be presented with this screen:

Here, you'll find:

• All of your created categories
• The status of the categories

Adding a Category

Click the "+ Add a Category" button to add a category. It'll be automatically created like this:

You must add a name to complete the addition. You can also add a Category Description to familiarize your users better with the content inside this Category.

The Category Icon can be customized by clicking on it. An icon can be chosen from the existing options, or a custom icon can be uploaded by using the Upload Image option.

Adding Articles

To add articles to your categories, click on the "+ Add" button:

Here, you'll be able to search for your Articles and see the Article's name, current Category, and status:

You can also add Articles to the Categories and Subcategories under the Article's settings:

Categories Status

We have four statuses for the Categories:

• Published
• Draft
• No Article
• Not Translated

Published

The Category is live! To achieve that status, at least one of the Articles added to the Category must be published in your Knowledge Base.

Draft

All of the Articles inside this Category are drafts. The Category will not be seen on the Knowledge Base.

No Article

There are no Articles inside this Category. The Category will not be seen on the Knowledge Base.

Not Translated

If you use multiple languages on your Knowledge Base, this status will appear if you have at least one Article in the main language that has not been translated into the selected language. The Category will not be seen on the Knowledge Base.

Adding Sub-Categories

To add a Sub-Category to your Category, click on the "+ Add" button:

The Sub-Category will be automatically created. You must add a name to complete the addition. Click on the "+ Add" to add articles.

Sub-Categories Status

The Sub-Categories statuses will be the same as the Category ones:

• Published
• Draft
• No Article
• Not Translated

Deleting Categories and Sub-Categories

To delete a Category or Sub-Category, click on the trash can icon: