This guide will walk you through the steps needed to label your content.

Create a Classification

First, you will need to create a classification. Classifications hold one or multiple categories as its sub-menus for your general reporting goals and/or FAQ setup. The classification name and description should be clear so that you know what this structure is being used for.

Click on the 'New' button to create a new Classification. Type in the name and description to give a clear idea of what you will need the Classification for.

Build a Structure with Categories

Categories are the structure (or index) you build for your articles, events or dialogs in a classification.

1. Once you've created a classification you can add categories and sub-categories to it.
2. Click on 'New' to add a new category.
3. Add sub-categories by clicking on the '+' icon
4. Once you have your categories set up, you can start adding labels your content.

Assign a Label to Articles, Events & Dialogs

Start labeling your content for your general reporting goals and/or FAQ setup.

To follow the steps in this guide you should have already built your classification and categories.

Now you're ready to start adding labels to your articles, events and dialogs.

In this example, we will show you how to label an article. (If you want to label events or dialogs, follow these same steps)

1. Start by selecting a Classification from the drop-down menu.
2. At the top right of your screen, you can select articles, events or dialogs. Labeling events or dialogs is not required, but might be useful for your reporting.
3. Select 'Show all uncategorized' to find all of the content that hasn't been labelled in the selected classification.

To find a specific item to label, use the 'Search' function.

You can apply a label two ways:

1. Drag and drop the Category to item you want to label. You'll see a blue label appear underneath the article, or
2. Label multiple items at once by using the 'Select all' option, and dragging the crosshair icon (✣) from one of the items to the desired Category.
   
   

Categorize Multiple Items at Once

If you need to add the same category to multiple items, it's best to use the the search function and search by keyword.

Use the 'Select all' function then drag and drop one of the selected items by the crosshair icon (✣) to the desired Category on the left.

You can also select multiple items by ticking the little box located at the top right corner on the individual articles. The check icon will be filled with a check when it has been selected.

How do I change the category?

If you want to assign a different category to your articles, event or dialog simply drag and drop another category onto it. The little blue tag with the category name will be changed automatically.

You can update multiple categories at the same time by using the search function and search by keyword. Then use the "select all" function and drag and drop another category to the selected items.

If your project has multiple labels enabled, then you will see the other category added to the items you are labeling. If you don't want the item to have multiple labels, you will need to remove the old label.

How do I remove a label?

To remove a category from your article, event or dialog, simply click the 'x' on the blue label that is assigned to the item to remove it.

How do I sort categories?

Select the 'Sort Categories' button and drag & drop your categories to the desired position.

You can also drag & drop your categories into sub-categories.