1. Add a New Knowledge Base Category

 

1. Within the ‘Knowledge Base’ page, navigate to the ‘Settings’ tab from the left sidebar then click the ‘New Category’ button. This is the section where you can add and manage Knowledge Base Categories.

 

Note: ‘Initiation’, ‘Design’, ‘Execution’, ‘Completion’, ‘Knowledge Base’ and ‘FAQ’s’ are Knowledge Base Categories that are automatically set-up when a new Company is created.

 

 

2. There are two ways to add a Knowledge Base Category: 

  • Main Category
  • To add a Knowledge Base ‘Main Category’, enter desired data in the required fields: Category ‘Title’, ‘Icon’, ‘Parent’ and ‘Description’. Select ‘No Parent’ in the Parent field. Once complete, click ‘Add Category’ to save changes. E.g. ‘Training’ as Main Category.


 

  • Sub Category
  • To add a Knowledge Base ‘Sub Category’, enter desired data in the required fields: Category ‘Title’, ‘Icon’, ‘Parent’ and ‘Description’. Select the ‘Main Category’ in the Parent field. Once complete, click ‘Add Category’ to save changes. E.g. ‘Development Training’ as a Sub  Category of ‘Training’.


 

3. The new Category is now added in the Company’s Knowledge Base. 

  • All Main Categories are displayed in the left sidebar and in the ‘Settings’ section.


 

  • All Sub Categories are displayed within its Category and in the ‘Settings’ section.


 

4. Check ‘Navigate Knowledge Base’ for more details.