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Creating Space Categories

Sarah Ryan
  • Updated

Categorizing your Spaces can enable users to quickly search for Spaces that they may be interested in. This creates an index of all Spaces and makes the navigation of the Space section quicker and more user friendly.

This becomes especially important as your organization's tenure on Workvivo matures with more and more Spaces are created.

Device(s): Desktop

Roles / Permissions: System Admin and Space Manager

Managing Categories
 

With the addition of the new category management area, we have added a Manage Spaces menu; within this menu you can access the Manage Categories page.

On the Manage Categories page, you can view a table of categories, the number of spaces in each category, and a preview of the spaces within each category. From this page, you can access each category, add a new category, edit existing categories, and arrange the order in which the categories will be displayed on the Spaces Homepage.
 

Adding a category
 

To add a category, complete the following steps.

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. In the top-right corner of the Manage Category page, click Add Category.
  5. In the Name field, enter the name for the category.
  6. (Optional) In the Description field, enter a description for the category.
  7. Click Save.

 

Enabling and disabling a category

Configure categories.webp

 

By default, newly-created categories are disabled. This ensures that the category section and chip filter are not added to the Spaces Homepage before you have had time to refine and configure the category. When the category is ready to be made available, it can be easily enabled.
 

To enable or disable a category, complete the following steps.
 

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. In the top-right corner of the Manage Category page, click Configure Categories.
  5. To enable a category, enable its toggle switch; to disable a category, disable its toggle switch.
  6. Click Save.

 

Adding spaces to, and removing spaces from, a category

 

Adding Spaces to Categories.webp

 

In addition to adding a space to a category from the Space itself, spaces can now be added to, and removed from, categories from the Manage Categories area. To add a space to, or remove it from, a category, complete the following steps.

 

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. On the Manage Categories page, in the row of the category you want to add space to, or remove them from, click the Ellipsis icon, and then click Add/Remove Spaces.
  5. To add a space, select the space in the list; to remove a space, deselect the space in the list.

  6. Click Save.

     

Arranging Categories

Configure categories.webp

You can update the order of how categories will appear to users. The All Spaces category cannot be moved, and will always appear as the last category.
 

To arrange categories, complete the following steps.
 

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. In the top-right corner of the Manage Category page, click Configure Categories.
  5. Drag and drop the categories into the order you want.
  6. Click Save.
     

Editing a category

Manage Categories Edit.webp


You can edit the name and description of existing categories. To edit a category, complete the following steps.
 

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. On the Manage Categories page, in the row of the category you want to edit, click the Ellipsis icon, and then click Edit Category.
  5. In the Name field, enter the name for the category.
  6. (Optional) In the Description field, enter a description for the category.
  7. Click Save.
     

Deleting a category

You can delete a category, if required. If you delete a category, the spaces within that category will not be deleted but their association with the deleted category will be removed. To delete a category, complete the following steps.
 

You can easily add spaces to, and remove them from, categories. To add a space to, or remove it from, a category, complete the following steps.
 

  1. As a System Admin, go to the Spaces section under the Explore tab.
  2. In the top-right corner of the page, click Manage Spaces.
  3. Click Categories.
  4. On the Manage Categories page, in the row of the category you want to delete, click the Ellipsis icon, and then click Delete Category.
  5. Click Delete.

 

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