Last updated: October 13, 2020
Organize your knowledge base articles into categories and subcategories to make it easy to navigate. You can also use tags to improve your search results and help your users find the right articles.
Organize and manage categories
- In your HubSpot account, navigate to Service > Knowledge Base.
- In the upper right, click Organize categories.
- You'll see your existing categories listed here. To create a new category, click Create category.
- 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 a category, select the category from the left sidebar, then in the top right click Edit. Enter a new name for the category and click Publish.
- To delete a category, hover over the category and click Delete. All articles and subcategories must be removed from a category before it can be deleted.
Organize and manage subcategories
- In your HubSpot account, navigate to Service > Knowledge Base.
- In the upper right, click Organize categories.
- To view the subcategories for a specific category, select a category from the left sidebar. The existing subcategories will appear on the right. To create a new subcategory, click Create subcategory.
- 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.
Organize and manage tags
Improve search results by tagging your articles with keywords and phrases that readers would typically use to find it.
- In your HubSpot account, navigate to Service > Knowledge Base.
- Hover over an article, and click Edit.
- In the editor, navigate to the Settings tab.
- In the Keywords for search section, click the Tags dropdown menu and select an existing tag. Or, type the name of your new tag and click + Add tag.
Please note: tags will not be visible to readers, they are used to improve search results only.
