Creating a Subcategory

by Jake Peters

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 themes (since v3next) support infinitely nested subcategories. You can also implement subcategories on custom themes.

Enabling Subcategories

If you're already using a v3next theme or later, or a custom theme, subcategories are already enabled in your account
  1. Head to Settings > Brand
  2. Under Theme, select from the v3next category
  3. Hit Save

Creating Subcategories

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 Articles tab, hit Add Category
    To change an existing category into a subcategory, just hit the pencil next to it 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

How Did We Do?