Organizing manuals in Categories

Updated Jun 05, 2020

This article will show you how to organize manuals in categories within your site. When you add a category, any manuals under the category will appear within the category.

Note: This feature is not available if your site is connected to Zendesk or WordPress [deprecated].

What is a category?

Categories are used to divide manuals into broader groups. In the example below the table of contents for a site using the 2019 template. "Departments" and "Technology" are the categories. Separating manuals can make it easier for your end users to navigate through your site.

Add a new category

From the Table of Contents click on Create New > Category

Name the Category and select a heading style

The heading style affects the icons that appear next to manual titles in that group.

If you are using the 2019 Site Template then you will have the option of List or Grid (see examples below).

If you are using the 2015 Site Template then you will have the options of Unstyled, Small, or Large (see examplers below).

Click Save Category to create the new category.

2019 Template Heading style examples

2015 Template Heading style examples

8 Comments

Andrew Nilsen

Can we create similar dividers within a manual to help better organize chapters?

Greg DeVore

@Andrew - There isn't any way to create dividers inside of a chapter.

Matthew Stephens

Is there a way to have two groups side by side. Say a list of top articles on the left and new articles on the right?

Greg DeVore

@Matthew - Groups are only for grouping manuals. You can't group collections of articles.

Feidhlim

"Groups" don't seem to be really groups. Its just label that is indistinguishable from Manual Labels in my big list of Site Contents (which isn't even alphabetically ordered to begin - that needs to be fixed). I was expecting to be able to actually put Manuals inside a Group that is collapsible.

Trying to manage dozens of manuals is very frustrating.

Ja DeVore

@Feidhlim - Currently, groups is meant to organize manuals for the end-user view of the knowledge base. But your point is valid--managing a large number of manuals in the Admin area gets to be tricky.

Our team is planning to improve the Admin experience when it comes to manual management. We do not have a set date on when the improvement will be released, but it is on our road map.

Thanks for the feedback!

Natasha

Hey there!

Can you add a manual within a chapter, or more specifically, add the same graphics that are created with a manual (the images/logos) for a neater chapter view?

Trevor DeVore

@Natasha - ScreenSteps does not have an interface for adding icons to chapters.

Add your comment

E-Mail me when someone replies to this comment
Previous Article Add a favicon to your knowledge base
Next Article Customize the icons for your manuals

Still Need Help?

Contact Us