Knowledge Base

Organize your knowledge base articles and categories

Last updated: September 26, 2018

Applies to:

Service Hub
service-pro
Professional

Ensure your knowledge base is easy to navigate by breaking it up into categories and subcategories and organizing your articles.

  • In your HubSpot account, navigate to Service > Knowledge Base.
  • Click Organize categories in the upper right.
  • Here, you'll see your existing categories and subcategories, as well as options to Create category and Create subcategory.

Organize and manage categories

  • By default, categories are ordered alphabetically. To change the order of your categories, click a category in the left sidebar and drag and drop it to its new position.

  • To rename or delete a category, hover over the category and click Delete or Rename. All articles and subcategories must be removed from a category before it can be deleted.

Organize and manage subcategories

  • To organize a category's subcategories, click the category in the left sidebar. Any subcategories and articles within the category will appear on the right.
  • By default, subcategories and articles are ordered alphabetically. To change the order of your subcategories or articles, click a subcategory or article and drag and drop it to its new position.

  • To move an article into a subcategory or change its existing category or subcategory, hover over the article and click Move.
    • In the dialog box, click the Category dropdown menu and select a category. To further move the article into a subcategory, click the Subcategory dropdown menu and select a subcategory.
    • Click Move & Save or Move & Publish.

Please note: when you move an article into a different category and/or subcategory, the article URL will not be modified. Any changes to the article URL must be made in the article editor.

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