Details | Answers |
Plan Availability: | All plan types |
Permissions: | Administrators — Can create, edit, delete, and organize categories |
Related Reading: |
Overview
Categories help you organize your solutions into clear, easy-to-find groups on the homepage. This makes it simple for teams to locate and manage related work efficiently.
Key Things to Know
Every solution must belong to a category.
New workspaces automatically include a General category.
Workspace Administrators can create, edit, delete, and reorder categories.
Each category can have an icon, name, and description.
You can set a default category for new solutions.
How to Manage Categories
1. Open Category Settings
Open Manage Categories from:
The workspace menu, or
Any category section menu on the homepage.
2. Add or Edit a Category
Click Add Category.
Choose an icon, enter a category name, and optionally add a description.
Use bold, underline, or links in the description for extra context.
Select Set as default if you want new solutions to use this category automatically.
3. Organize Categories
Drag and drop categories to reorder them (when Custom Sort is selected).
Move solutions between categories as needed.
If you delete a category, you must reassign its solutions first.
4. Choose How Categories Display
Switch between display styles:
List
Card
Detailed Card
Each user can choose a preferred view.
Admins can set the default view for everyone in the workspace.
Who Can Manage Categories
Only Workspace Administrators can create, edit, delete, or organize categories.
Tip for Existing Users
After the homepage update, all solutions will appear in the General category until you organize them. For better navigation, create categories like Sales, Marketing, or HR to group related solutions.
Practical Scenarios and Use Cases
Departmental Organization
Scenario: The Sales team needs quick access to all sales-related solutions.
Solution: Create a Sales category and move all relevant solutions there for easy access.
Project Segmentation
Scenario: A company handles multiple projects and wants to keep solutions separate.
Solution: Create categories like Project Alpha, Project Beta, and so on to keep work clearly divided.
Simplified Onboarding
Scenario: New team members need to find key resources quickly.
Solution: Organize solutions into categories like HR, Training, or Compliance to help new hires find what they need without confusion.