Tagging a Question with Categories - New Portal Beta

January 31, 2017 Rex McWilliams

The process of tagging a question with its appropriate categories is similar when creating any question type. At any point in the process, click the Categories green plus button. To tag an existing question with new categories, click the Edit option within Actions to view the Categories green plus button. 

Choose the appropriate category type(s) from the drop-down list.

For each selection, begin typing the name of the category you wish to tag to this question, and click the appropriate selection from the window. 

Clicking the Browse More link will open a slide-out pane to the right, listing all categories under that category type, containing matches to the characters / keywords typed within the box.

Clicking the Browse All link will open a slide-out pane to the right, listing all categories under that category type.

To tag a category using either method, click the blue + next to the category within the list. To tag a sub-category, click the name of the category, and the list will refresh to show all sub-categories.

As shown above, the button has been replaced with a green check-mark indicating the category will be tagged to the question.

Click Save to finalize.

Bulk Adding Categories

To tag multiple questions with categories, navigate to the Questions tab and select the questions you wish to tag. Click on Add Categories at the bottom of the page.

Clicking the expand icon  will allow you to add more columns to the grid if there are any not being displayed.

Proceed to selecting your categories by clicking the green + icon. 

Click the box beside the category type to add them to the selected questions.

The selected category types will be listed with a search field for each. Search within each category type to select the categories to bulk tag for the selected questions. 

Click Done on the top right once all categories have been tagged. 

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