Categorize your tags in a hierarchy

Using tags helps to organize your Showpad content. A multi-level category hierarchy for those tags enables a seamless update process without impacting your existing content structure or user experience.

Structuring your tag hierarchy enables you to organize your content into categories and subcategories, going from broad to specific. This hierarchy is for categorization only. It does not affect the tags' values. A tag retains its value regardless of its position in the hierarchy.

Note: If you decide not to create categories, tags will be auto-categorized alphabetically.

See how it looks

Key features

• Categorize tags into multi-level groups based on the criteria you set
• Include tags in more than one category
• Edit existing tag categories without breaking the current structure. Edited tags will be reflected in current Smart Folder configurations

You need this to succeed

The quick way

• Create tag categories
• Update category properties
• View category hierarchy
• Search and filter categories
• Drag-and-drop to organize categories and tags
• Delete Categories
• Best Practices

Do this step by step

Create Tag Categories

You can create new tag categories in the tag Categories library. To get the most out of your tag categories, review our best practices.

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of the left side menu.
4. To create new tag categories, click the Create button and select Categories.
5. Provide the following information:
   
   • Name: The name of the new tag category.
   • Add to parent category: Optionally select a new or existing category to serve as the parent of your new category. Search and select a category from the dropdown list. To create a new category, type it and press the Enter key.
   • Publish: Toggle this option on to publish the tag category. This means the category is available to users filtering content by tags in their searches.
6. Click the Create button.

Tip: When creating multiple categories, check the Create another category checkbox to start adding the next tag category without closing the window.

Update category properties

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of the left side menu.

4. Click on the row of the category you want to update. This opens the details panel.

   The Category details panel includes the following sections:

   • Name: Click the name to edit it. Click Save changes when done.
   • Overview:
     • Status: Click Status to edit the category’s publication status. Toggle on to make the category available to users filtering content by tags in their searches. Toggle off to unpublish the category and its tags. This will prevent the use of the category for filtering search results. Click Save changes when done.
     • Added on: The date the category was created.
   • Organized in: This is used to manage the category’s hierarchy. A category organized in No Category is a parent category. Click Category to edit where the tag is organized. Select a category from the dropdown list to move your category into another category creating a subcategory. Select No parent category to turn a subcategory into a parent category. Click Save changes when done.
   • Translation: This is used to manage the tag’s AI-powered translations. Click a language to toggle the translations on or off. Click Save changes when done.

     Note: This requires AI-powered Tag Translations to be enabled. See the Translate tags with Showpad AI article for more information.

View category hierarchy

The tag Categories library provides a view of all categories and shows how they are nested in a hierarchy. The Categories are listed at the top of the library and are sorted by Last update.

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of left side menu.
4. To view the tags and subcategories within a category, click:
   
   • The arrow next to the category’s name to expand the list of tags and subcategories within it. To collapse all the expanded categories, click the Collapse all icon to the right of the search bar.
   • The category name to view its contents, such as subcategories and tags, in a separate table. Use the navigation path at the top of the page to navigate within the category hierarchy. If there are more tags than what is visible, click Show more at the bottom of the list to load more tags.

Search and filter categories

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of the left side menu.
4. Search for categories using the search bar.
5. You can filter your results by Status. Select Published and/or Unpublished categories. Click Clear filters to remove selected filters.
6. To view and rearrange columns in the library, click the Column visibility icon to the right of the columns.
   • Select columns to display. The Name column is mandatory. Check or uncheck the boxes to display columns. See column descriptions table for more details.
   • To rearrange the columns, click and drag the drag icon next to a column name.
   • Click Save when you're done. Your adjusted view is saved until you change it and will not automatically reset.

Drag-and-drop to organize categories and tags in categories

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of the left side menu.
4. To organize categories and tags in categories follow the instructions below:
   • Categories: Click and hold the drag icon next to a category you want to organize into another category. Drag the category over the other category until it turns blue and expands. You can drop it here, or if there is a subcategory that you would like it to be in, hover over it until it turns blue, and then drop the category.
   • Tags: Click and hold the drag icon next to the tag you want to organize into a different category. Drag the tag over a different category until it turns blue, and then drop the tag.

Delete Categories

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Categories from the Tags section of the left side menu.
4. Select the category you want to delete.
5. Click either:
   • on the category row to open its details panel. Click the trash icon.
   • the category’s three dot menu, and then select Delete.
6. Confirm by clicking Delete.

Best Practices

Before creating tag categories, plan a structure. This helps ensure your content is easy to find. To help you build the best possible content library, here are some of the best practices we rely on at Showpad.