Create and Manage Project Categories

To help users navigate your site, help them sort projects into categories that make sense.

Add a Project Category

When you set up project categories for your site, project administrators can use this taxonomy to organize their projects.

You can create any number of top-level categories and any number of sub-category levels.

1. Go to My Workspace > Admin.

2. Click CATEGORIES from the Projects menu.

3. In the Project Categories tree, find the location where you want to create the new category.

   • Highlighting Project Categories creates a new top-level category.
   • Highlighting any category creates a sub-category beneath it.

4. Click New.

5. In the Create Category page, write a name and description for the category.

6. Click Save.

   The category is created. It appears in the Project Categories navigation tree, and is available for use by all project administrators when categorizing their projects.

Edit a Project Category

A project category's membership and function may change over time. If it does, you can update the category's name or description.

1. Go to My Workspace > Admin.
2. On the site administration navigation bar, click CATEGORIES. The Project Categories tree displays the hierarchy of existing categories.
3. In the Project Categories tree, find the category that you want to edit.
4. Make the changes you need and click Update.

Move a Project Category

You can reorganize projects by moving a project category to another place in the project category hierarchy.

You can move a project category in the following ways:

• From a top-level category to a sub-category.
• From a sub-category to a top-level category.
• From a sub-category to another sub-category.

When you move a project category, any sub-categories that it contains are also moved to the destination category.

1. Go to My Workspace > Admin.

2. Click CATEGORIES from the Projects menu.

3. On the Edit Category page, in the Project Categories section, click the project category you want to move.

4. On the Edit menu, click Cut.

5. Find the location to which you want to move the selected project category. You can move a project category either to the root category or into any other project category.

6. Select Paste from the Edit menu.

   The project category is now moved to the selected destination.

Delete a Project Category

If you no longer need a project category, you should delete it.

When you delete a project category, all of its sub-categories are also deleted.

1. Go to My Workspace > Admin.

2. Click CATEGORIES from the Projects menu. The Project Categories tree displays the hierarchy of existing categories.

3. Using the document tree, find the project category that you want to delete.

4. Choose Delete from the EDIT menu.

   The project category and all of its sub-categories are deleted.

Stop Using Project Categories

If you do not need to sort projects into categories, remove the ability to do so on your site.

By default, project categorization is disabled for new TeamForge installations.

note

Disabling project categorization does not delete categories you have already set up.

1. Go to My Workspace > Admin.

2. Click CATEGORIES from the Projects menu.

3. On the Edit Category page, select Disabled for SITE-WIDE CATEGORIZATION and click Update.

   Project categorization is disabled for your TeamForge site.