As a knowledge manager, defining and creating your content categories is an essential first step in building your knowledge base.
Example categories might include Onboarding and orientation, HR policies and procedures, Pay and compensation, and more. You decide which categories to create based on your organization’s needs. Once you define and create your categories, you can further refine them into subcategories.
Create a new category
- From the burger bar, expand the KNOWLEDGE MANAGER menu, select Manage categories.
- Select NEW CATEGORY from the top-right corner.
- In the Title box, enter a meaningful name for the category.
- In the Description box, enter a short summary of what the category covers.
- Under Thumbnail, select UPLOAD and choose an image that visually represents the category.
- This is an excellent opportunity to use a branded image. We recommend a size of 1792w × 1024h.
- Use the same size for all category images to keep the design consistent.
- In the Sort order box, enter a number to set the display order for the category.
- Categories with lower numbers appear earlier in the list.
- You can insert a category between two others by using decimal places.
- If you leave this blank, the category automatically takes the following available number and appears at the end of the list.
- Select the Manager-exclusive content option if you want only managers to see this category.
- Select the Hide in navigation option to hide the category from the knowledge base navigation.
- Use this for categories that are not ready to publish or that you don’t want to promote yet.
- Content in a hidden category will still be available through search results and other links.
- Select SAVE when you finish your changes.