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Create categories & subcategories

Categories2 min read · Updated 2 months ago

Categories give readers a way to browse your knowledge base by topic instead of relying on search alone. Each category belongs to one knowledge base and can hold articles, subcategories, or both.

Create a category

  1. Check the knowledge base switcher in the admin sidebar. A new category belongs to whichever knowledge base is active when you create it, so switch first if you meant to add it somewhere else.
  2. Go to Categories and click Create Category.
  3. Fill in the form.
  4. Click Create Category.
FieldWhat it does
NameThe title readers see, for example "Getting Started". Required.
DescriptionA short summary shown on the category's public page. Optional.
Parent categoryDefaults to None (Top Level). Pick an existing category to make this one a subcategory. The list only offers categories that can still hold children.
IconClick Choose icon, search the grid, and pick one.

How deep categories can nest

Categories nest up to two levels below the top level. The Parent category picker offers top-level categories and the categories directly under them, so the deepest structure you can build is a top-level category, a category inside it, and a subcategory inside that. A category can never be nested under one of its own descendants.

The Categories list shows the structure with a Type chip on each row (Top level, Category, or Subcategory) and indents nested names beneath their parent.

On your public site, the home page lists your top-level categories, and each category's page lists the categories nested inside it along with its articles.

To move a category to a different place in the tree later, edit it and change its Parent category. The Arrange page changes the order of siblings, not which parent they sit under.