Categories
How to Create a Category
Add a category to organize SOPs within a Knowledge Base.
Steps (4)
01
Open a Knowledge Base
Click on the Knowledge Base where you want to add a category.
02
Click "+ Add"
If the Knowledge Base is empty, clicking "+ Add" will open the "Create Category" dialog automatically. If categories already exist, click "Manage" in the top-right corner, then "Add Category".
03
Enter name and description
Type a category name (e.g., "Onboarding") and an optional description.
04
Create
Click "Create Category". The new category will appear in your Knowledge Base.