Within Teamwork Desk you can use categories to make it easier for a user to get an answer.

It also helps to use categories to organize your content into easy to navigate locations.

Note: Only administrators on your site can manage categories for help docs.

To add a new category click on the your profile icon to the top right of the navigation bar and select Settings.

Near the top of the page select the Help Docs area of settings.

From the left pane select Categories.

To add a new category, select New Category from the top right of the page.

You will then be asked to enter the details below.

Once entered, select Save and you can then add any new or existing help docs to this category.

Edit an existing category

To edit an existing category, click the pencil icon to the right of the category name in the same category area as above.

This will then bring up the Edit Category box, where you can edit the Category Name to something else, you can chose to nest the category under another one (or make it a top level category)

Slug: You can also give the category a slug, which will make up the final part of the page URL. So if the slug is “passwords” then the page URL might be yoursite.helpdocs.com/passwords

On Homepage?: will allow that category to be on the front page of your docs site.

Old URL: If moving from another system to Teamwork Desk, you can input the Old URL of a specific category (you can also do this for individual docs) and Teamwork Desk will automatically redirect them to the new version.

Deleting a category

To delete an existing category, hover over the category and click the trash can icon that appears to the right of the category name.

Categories and subcategories cannot be deleted while they still contain articles.

  • Any articles will first need to be assigned to a different category.
Parent categories cannot be deleted while they still contain subcategories.

  • You will first need to delete the subcategories, or move them to another location in your category structure, by editing the Nest category under option.
For more information see: Creating a help doc article