Creating a Subcategory

We've built a ton of knowledge bases for ourselves and others and in our extensive experience you can usually get by with just one level of categories. Though sometimes you might want to add a few more.

Taylor Sloane
Updated by Taylor Sloane

We've built a ton of knowledge bases for ourselves and others, and in our extensive experience, you can usually get by with just one level of categories. Customers can navigate the flat structure easily, and great search lets them find what they want in seconds.

But once your knowledge base reaches ~100 articles you might wanna add a little more structure. That's when subcategories become useful.

The latest HelpDocs templates (since v3next) support infinitely nested subcategories. You can also implement subcategories on custom templates.

Enabling Subcategories

If you just signed up or you're using a custom template, subcategories are already enabled in your account ✨
  1. Head to Settings > Brand
  2. Under Template, select from the V3NEXT or V4 categories
  3. Hit Save Changes

Creating a Subcategory

Subcategories are exactly the same as regular categories, they just appear differently on your knowledge base. Creating them should feel very familiar.

  1. In the Content tab, hit Create Category
    To change an existing category into a subcategory hit More > Edit metadata instead
  2. Enter your metadata (title, icon, etc. as usual)
  3. In the Parent Category dropdown, choose the category you'd like this subcategory to live in
  4. Hit Save Changes

Moving a Subcategory

Moving a subcategory to a different parent category is very similar to creating a subcategory 💪

  1. Click the more button on the Subcategory you'd like to move
  2. Click Edit metadata
  3. Select the new Parent Category from the dropdown menu
  4. Hit Save Changes

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