Creating Categories


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

For authoring, create taxonomy categories to associate with site content such as blog posts, documents, surveys, etc. You can create categories on the Category Management or Deleted Category Management view.
Note
Site administrators, see Creating Categories via Items for details to directly create categories when creating or editing a module item.
To create a category:
  1. Log in to Cartella.
  2. Navigate to Settings > Categories.
  3. Choose one of the following steps.
    • Click Create New Category.

      Create Category via Create New Category Button

    • Right-click the desired parent category in the Category Management tree and click Create Category to make the new category the child of the existing category.

      Create Child Category via Tree Context Menu

    • Click the desired parent category and click Actions > Create to make the new category the child of the existing category.

      Create Child Category via Actions Button

    The Create Category view displays.

    Create Category View

  4. Enter category name in the Name field.
  5. Optional: Enter the category description in the Description field.
    Restriction
    Without additional Cartella customization, category descriptions only display in Create Categoryand Edit Category views.

    Note
    Collaborate with your Cartella site developer to customize category descriptions to display to non-administrators. See Customizing Cartella's Look and Feel for details.

  6. Click Submit.
    Cartella creates the category. The Category Management view displays with the category selected.