Creating Categories

How to Create Categories | Create categories to categorize content items.

Prerequisites: Users require site administrator permissions to complete this task.

For authoring, directly create taxonomy categories to associate with the site content item such as a blog post, document, image, etc. Cartella saves the new category for users to associate with other items and for site administrators to manage in Settings > Category Management.
Note: Site administrators, see Category Management for details about managing categories.
To create a category:
  1. Log in to Cartella.
  2. Choose one of the following steps.
    • Navigate to [name-of-folio] > [name-of-module] .
    • Navigate to [user-profile] > [name-of-module].
  3. Click Edit or create an item.

    Edit Item

    Create Item

    The Edit [name-of-item] or Create [name-of-item] view displays.
  4. Choose one of the following steps.
    • Click Create New Category in the Categorize area.

      Create New Category Button

    • Right-click the desired location in the Categorize tree. Click Create Category.

      Create Category via Categorize Tree

    The Create Category dialog displays.
  5. Enter category name in the Enter Category Name field.
  6. Click Confirm.
    Note: See Editing Categories for details to add a category description via Settings > Category Management.
    Cartella creates and selects the category for the item.