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How to Create Categories and Subcategories

Learn how to effectively organize your information by creating categories and subcategories for better clarity and navigation.

Written by Amanda Stançani

Updated at October 8th, 2024, by Amanda Stançani

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Table of Contents

Creating Categories Creating Subcategories

Organizing your Knowledge Base with categories and subcategories helps users quickly find the information they need. Here’s how to create and manage them efficiently.

Creating Categories

There are several ways to create a new category, depending on where you're working within the platform:

From the Dashboard

  1. Access your Dashboard.
  2. Click the New Category + button at the top right of the page.
 

From the Main Page Sidebar

  1. Access your Dashboard.
  2. Hover over the Dashboard category on the sidebar.
  3. Hover over the + icon on the right side of the category.
  4. Click on Category.
 

From the Editor

  1. Access your Editor.
  2. Click on the category picker to open the Choose Category modal.
  3. Click the New Category button at the bottom of the modal.
 

Creating Subcategories

You can create as many subcategory levels as needed to further organize your content. Here’s how to add a subcategory:

From the Dashboard

  1. Access your Dashboard.
  2. Open the category you want the subcategory to appear in.
  3. Click the New Category + button at the top left of the page.
 

From the Main Page Sidebar

  1. Access your Dashboard.
  2. Hover over a category you want the subcategory to appear in.
  3. Hover over the + icon on the right side of the category.
  4. Click on Category.
 

From the Editor

  1. Access your Editor.
  2. Click on the category picker to open the Choose Category modal.
  3. Hover over the category you want the subcategory to appear in.
  4. Click on the + icon.
 

To understand how Accessibility works, take a look at this article.

new catgory new subcategory add category add subcategory

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