Documentation Categories
Manage knowledge base categories to organize your internal documentation, SOPs, and technical guides for easy access by your team.
Documentation Categories Panel
The Documentation Categories panel allows you to organize your knowledge base
Overview
The Documentation Categories panel lets you organize your internal knowledge base into main categories and sub-categories. Key features include:
- Category Hierarchy - Create main categories with sub-categories underneath them
- Category Icons - Assign an emoji icon to each category and sub-category for quick visual identification
- Reordering - Change the display order of your categories
- Export / Import - Save your category structure to a file and restore it later or copy it to another account
Working with Categories
- Add Main Category - Click Add Main Category, then enter a name and pick an icon.
- Add a Sub-category - Click + Sub on any main category to add a sub-category beneath it.
- Edit - Click Edit on a category or sub-category to rename it or change its icon.
- Delete - Click Delete to remove a category you no longer need.
- Reorder Categories - Use the Reorder Categories button to change the order categories appear in.
- Export / Import Structure - Use Export Structure to download your category tree, and Import Structure to load a previously exported file.
Where categories are used: These categories organize the articles in your internal Documentation (knowledge base) page, where your team stores SOPs, technical guides, and internal notes.
Need Help with Documentation Categories?
If you have questions about organizing your knowledge base or need assistance, our support team is here to help.
Contact Support