How to Create and Use Custom Content Categories
Use Custom Categories to better organize the content you share with your communities. Here's how it works!
1. Understand what changed 0:00
- Patter apps now support customizable content categories.
- You are no longer limited to the old static content types:
- Information
- Events
- Take Action
- You can now create up to seven categories that better match your organization’s needs.
2. Create a new category 0:26
- Go to Content.
- Open the New Categories tab.
- Click New Category.
- Enter a name for the category.
- Repeat as needed until you have the categories your organization wants to use.
3. Assign categories when creating content 0:37
- When you create a new content item, you will now choose a content category instead of a content type.
- Select the category that best fits the item.
- This helps keep content organized in a way that matches your workflow.
4. Sort and review content by category 1:04
- Return to the content table.
- You can now sort by category.
- This makes it easier to:
- Find published content
- Stay organized
- Spot gaps in your content strategy
- Example: filter to view only Meetings content.
5. Let app users browse by category 1:34
- App followers can also use these same categories in the app.
- From the app home screen, users can go to Settings.
- They can select a category, such as Meetings, to browse matching content.
- To view everything again, they can tap All.
6. Key benefit and support 1:49
- Custom categories make content easier to manage for your admin team.
- They also make it easier for app followers to find the content that matters to them.
- If you have questions, contact the Pattern Success Team for help.
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