Documentation

UVdesk - How to add a Category?

What is a Category?

Categories refer to the information for a specific topic and these categories will contain articles in it. A knowledge base normally contains folders which have a number of categories and articles in it.

With helpdesk, the owner can make sure that the customers always have a right insight by sharing knowledge with them.

The support agents if they have a privilege can add and organize solution articles as folders within the support portal so that your customers can quickly browse through them in their self-service portal.

Steps for creating a Category-

  1. Login to your UVdesk Support Panel.
  2. On the Dashboard, you will see "KNOWLEDGEBASE" menu and under it, you will find "Category".


  3. Click on the "Category" Icon and then you will be redirected to a new page.
  4. You will see a list of existing categories with its status, edit & delete buttons. You will also see a number of articles in each category.

  5. Click on "New Category" button to add a new Category.
  6. Enter Name, Description, Folder, Sort Order. From the drop-down select Sorting option and select the Status as Publish or Draft of the Category from the drop-down.
  7. When the status is Publish, then the category will be displayed on the front-end.


  8. Click on "Save Changes" to save information and create a new Category.