Categories let you group related knowbys together, so people can browse, filter, and find the right guide faster.

Here's the catch, though: categories don't exist by default.

If you haven't created one yet in Settings, you won't see a Categories tab at all when publishing a knowby, and there'll be no way to filter your knowbys by category on the home screen. The next step walks you through creating your first one.

To create or edit categories, you need to be an Admin.

Go to Settings, then Categories, and click Add Category. Enter a name for the new category and click Add.

💡 Think of a category as a label for grouping related guides — for example, Onboarding, HR, Sales, or IT.

Once added, your category appears in the list. From here you can add a subcategory underneath it, edit it, or delete it.

You can keep nesting subcategories as deep as you need.

Keep in mind a subcategory works just like a regular category — you can select it separately from its parent.

If your knowby's a Draft, head straight to the approval process. If it's already published, click the three-dot menu and select Unpublish first. Either way, on the Categories step of approval, select the category or subcategory you want — your choice saves automatically.

You can pick a category with its subcategories, or just a subcategory alone.

Picking a category doesn't automatically select all its subcategories.

Once you're happy with your selection, continue and complete the approval to publish it.

Once published, you can filter knowbys on the home screen using the Category button, next to the sorting options in the top-left corner.

Pick a category, and only matching knowbys will show up — this way you can move quickly between the categories you care about.

💡 If nothing shows up, it just means there are no knowbys in that category on the screen you're viewing.

To clear your category filter, deselect it in the Category menu, or click Clear in that same menu.