Introduction
This guide will show you how to work with categories in the Easy8 Knowledge Base. Categorization helps organize content for better retrieval and navigation. By following these steps, you’ll be able to use categories and namespaces to structure documentation and improve search results.
Target Audience
- User
Prerequisites
- Access to create or edit articles in the Knowledge Base
- Understanding of article types and organizational structure
How to Work with Knowledge Base Categories
Step 1: Understand the Purpose of Categories
- Categories organize articles into meaningful groups.
- Common uses:
- By article type (e.g., How-To, Manual, Process Description)
- By target audience (e.g., Sales, HR, IT)
- Helps create better navigation, search results, and overview pages.
Step 2: Use Tree Structure for Categories
- Categories are arranged in a tree structure to maintain hierarchy.
- This supports structured documentation and namespace clarity.
Step 3: Combine Categories with Namespaces
- Using categories + namespaces together helps:
- Filter search outputs
- Create custom dashboards
- Structure department-based documentation
Step 4: Example Outputs
Simple Page List for a Dashboard
Display a category list directly on your dashboard for quick access to key topics.
List by Multiple Categories (e.g., Sales + Processes)
Generate a page listing all sales-related processes by using an AND operator on two categories.
Detailed Listing with Metadata
View all categorized pages with additional data like last modified date and author to track document aging and responsibility.
Using Droplets
Use the droplet list function to display articles from specific categories or namespaces. Example:
Filtering all pages from Namespace: Finance
Conclusion
You have successfully learned how to organize Knowledge Base content using categories. Proper categorization supports structured navigation, better search, and improved usability for all users.
