As a knowledge manager, defining and creating your content categories is the best place to start building your knowledge base.
Example categories might include Onboarding and orientation, HR policies and procedures, Pay and compensation, etc. It's entirely up to you to determine what these might be. Once you have defined and created your categories, you can further refine content 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 field, enter a meaningful title for the category.
- In the Description field, write a summary of what the category covers.
- Under Thumbnail, select UPLOAD.
Use an image that helps identify the category visually. This is a great opportunity for a branded image! 1792w x 1024h is a good size. Whatever you use, use the same size for all categories.
- From the Sort order field, select a number to represent the order in which the category appears.
Use the sort order feature to manage the display sequence of categories: categories with lower numbers appear earlier in the list. You can insert a category between two existing ones using decimal places. If you don't specify a number, the category automatically takes the next available sequence number, positioning it at the end of the list by default.
- Check the Manager-exclusive content box if you want to restrict the visibility of this category to managers only.
- Check the Hide in navigation box to prevent the category from appearing in the knowledge base navigation.
Use this option for categories not yet ready to be publicly displayed or those you don't want to advertise. Published content within this category will still be accessible through search results and other places.
- Select SAVE when you are happy with your choices.