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Organize: Categories

Learn how to utilize categories and organize your content better.

Maria Ørgaard avatar
Written by Maria Ørgaard
Updated over 2 weeks ago

If you want to provide your users with a well-organized platform with all the explorable content that is easy to find - this feature is for you!

To cut to the core of it, you can sort your explorable Learning paths and Events into smaller folders by adding them to a category. When a user is curious to learn about e.g. GDPR, they can click the category and find exactly what they need.

Good to know💭 You can also create subcategories!
You can create up to 3 levels of nested categories (parent → sub → sub-sub).

Categories are shown as a tree everywhere, so it’s always clear what’s a parent and what’s a sub.



Manage your categories

Under Categories in settings, you can add all the new categories you need in the upper right corner by clicking 'Create'. In the pop-up box that will appear, you give the category a name, select the parent category (optional) and save.

If you wish to edit or delete one of them, you can do so by clicking the three dots on the right side of the category.

To find the one that you are looking for, you can use the search bar and also see how many learning paths, events, skills and certificates they are used on. More on this, you can hover over the number of learning paths, events, skills and certificates to see the names of those that are used for categorization.

There are no limitations on how many you can have, so feel free to create as many as you'd like!

Quick tip💡
You can change the parent of any category at any time.

And what about deleting a category with subcategories? They move up a level automatically!



Add a category to a Learning path or Event

For both Learning paths and Events, the procedure is very similar.

  1. Start by finding your content.

  2. Make sure you are in edit mode.

  3. Go to settings.

  4. Pick the 'Explore' tab.

  5. Toggle 'Add to explore page' on.

  6. Select the category this content should have.

Then, your category is saved, and the content is now explorable & catagorized✅

To learn more about how the explore function works, we suggest that you go through this article: "Explore: Working with public learning".


Add a category to a skill or certificate

You have the option to add a category when creating a skill or certificate. But if you’d like to add or update categories for existing skills or certificates, you can do so by following these steps:

  1. Find your skill or certificate.

  2. Click the three dots and select Edit.

  3. In the pop-up window, you'll see the option to choose a category.



The user view

So, as mentioned in the beginning, the users will see the categories as little folders on their Explore page. Here, they can easily find what they need, enroll and start getting smarter 🧠

Below, you will find a picture of what it looks like directly on the explore page:



Recommendations

As you can see, the main goal of this feature is to organize the content. This can be done in whichever way is most suitable for your organization. Therefore, we recommend you keep in mind the following:

  1. What content do users might need to dig up from time to time?

  2. Which is the most important?

It is all about easy accessibility so that they don't have to dig through the whole platform to find what they need.

Quick tip💡

Another great thing to mention is that your content can be both explorable and a part of a mandatory journey. This means that you won't miss out on your organizational abilities on content that users have to partake in.

But won't my content and events then be viewed by the whole organization? Yes, it will, but to solve that issue, you can pick and choose who you wish to be able to participate in something. This means that the users will need to wait to enroll until you have approved their participation if you toggle that function inside the explore settings for the learning path and event.


You will find more on this in the article that dives deeper into how the explore function works. Find it again here.


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