Creating Knowledge Base categories

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Setting up Categories is an important part of making sure you’re getting the most out of the Knowledge Base. To create a new category, make your way to the Knowledge Base section of the Dashboard and select Categories in the top left corner. 

If you have multiple properties, make sure to check you’re currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

Any categories you’ve already made can be edited here by clicking on it in the list. To make a new one, select New Category as seen below.

Select a language from the available options in the top left and choose a name. Sorting your Knowledge Base articles into categories will make it much easier for your visitors to find what they’re looking for so make sure to pick an appropriate name to covers the topic.

Once you’ve got a name, the Slug underneath it will be automatically generated based on the name you gave the category. This will make up part of the URL for any of the Knowledge Base articles published within this category. You can adjust this if you prefer another naming convention, just remember it should contain no spaces so use hyphens if you’re including multiple words or strings of numbers.

Clicking the Add Icon button will give you a list of available symbols to associate with the category. Many of these are well-known symbols and adding an icon to a category can make it easier for people to find what they’re looking for.

If you’re planning on adding a lot of articles it’s a good idea to separate some of the bigger categories into their own segments with subcategories. To do this you’ll need to make a Parent Category then several smaller categories that will sit within it. If you’re creating a Parent Category or not planning on nesting categories within others you can leave the Parent Category option as the default Top Level Catagory.

Add the final touch by giving your new creation a brief description. This will appear when a visitor browses your Knowledge Base in the list view, alongside articles and in the metadata.

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