How To Add A Category In Sharepoint?
If you’re looking to add a category in Sharepoint, you’ve come to the right place. In this article, we’ll cover the steps you need to take to get your Sharepoint site organized with a new category. We’ll also discuss why it’s important to categorize your content in Sharepoint, and what the implications of having an organized Sharepoint site can be. Read on to get started!
1. Log into your SharePoint site.
2. Click on the “Site Contents” link in the left menu bar.
3. Select the “Lists” link from the list of options.
4. Click on the list you want to add a category to.
5. Click on the “List Settings” button in the ribbon.
6. Click “Create Column” under the “Columns” section.
7. Select “Choice” from the list of available column types.
8. Enter a name for the column and select the “Allow multiple selections” checkbox.
9. Click “OK” to save your changes.
10. Under “Additional Column Settings”, enter the categories you want to add to the list.
11. Click “Save” to save your changes.
How to Add a Category in Sharepoint?
Sharepoint is a popular cloud-based platform used for collaboration and team work. It is used by businesses, universities, and many other organizations for managing projects, organizing documents, and managing teams. One of the key features of Sharepoint is its ability to categorize documents and other items in libraries and lists. In this article, we will discuss how to add a category in Sharepoint.
Step 1: Access the Sharepoint Site
The first step is to access the Sharepoint site where you want to add the category. You will need to log in to the site using your credentials. Once you are logged in, you can navigate to the library or list where you want to add the category.
Step 2: Open the Library or List Settings
Once you are in the library or list, click on the gear icon at the top right corner of the page. This will open the Settings page of the library or list.
Step 3: Select the “Categories” Tab
Once you are in the Settings page, select the “Categories” tab. This tab will allow you to add and manage categories for the library or list.
Step 4: Add a New Category
On the Categories page, click on the “Add new category” button. This will open a form where you can enter the name and description of the category. Enter the details and click the “Save” button to add the category.
Step 5: Assign Items to the Category
Once you have added the category, the next step is to assign items to the category. To do this, select the items you want to add to the category and click on the “Assign to category” link. Select the category from the list and click “OK” to assign the items to the category.
Step 6: Manage the Category
Once you have added the items to the category, you can manage the category from the “Categories” page. From this page, you can edit the category name and description, delete the category, and add or remove items from the category.
Step 7: View the Category
Once you have added the items to the category and managed the category, you can view the category from the library or list. The category will be displayed at the top of the library or list.
Step 8: Add Sub-Categories
If you want to add sub-categories to the main category, you can do so from the “Categories” page. Click on the “Add sub-category” link and enter the details for the sub-category.
Step 9: Reorder Categories and Sub-Categories
If you want to reorder the categories and sub-categories, you can do so from the “Categories” page. Select the category or sub-category you want to reorder and click on the “Move up” or “Move down” buttons to change the order.
Step 10: Delete a Category or Sub-Category
If you want to delete a category or sub-category, you can do so from the “Categories” page. Select the category or sub-category you want to delete and click on the “Delete” button.
Frequently Asked Questions
What is Sharepoint?
Sharepoint is a web-based platform developed by Microsoft, which allows users to store, organize and share data. It provides a secure environment for document sharing, collaboration and communication among teams. Sharepoint helps to streamline business processes and simplify tasks, making it easier to manage and access data.
It is widely used by organizations of all sizes, from small businesses to large corporations. Sharepoint is highly customizable and can be used for a variety of purposes, such as intranet portals, document management, enterprise search, and content management.
How to Add a Category in Sharepoint?
The first step in adding a category in Sharepoint is to navigate to the “Site Content” page. On this page, you will see a list of existing categories, as well as the option to “Create” a new one. To add a new category, simply click on the “Create” button.
In the next step, you will be prompted to enter the name of the new category and click “Create”. Once the new category has been created, you will be able to add items to it. To do this, click on the new category and then click on the “New Item” button. From here, you can add your desired items to the new category.
What are the Benefits of Adding Categories in Sharepoint?
Adding categories in Sharepoint provides several benefits. Firstly, it helps to organize data and documents into a more structured format. This makes it easier to find specific items and reduces the amount of time spent searching. Secondly, it serves as a method of categorizing data and documents, making it easier to sort and filter information. Finally, it provides a secure environment for document sharing and collaboration among teams.
Overall, adding categories in Sharepoint can help to streamline business processes and simplify tasks, making it easier to manage and access data.
How do I Manage Categories in Sharepoint?
Managing categories in Sharepoint is relatively easy. Firstly, you can use the “Site Content” page to view and manage existing categories. On this page, you can edit the name or description of an existing category, as well as delete it if necessary.
Secondly, you can use the “Manage Categories” page to manage individual categories. On this page, you can add, edit, or delete items within a category. Additionally, you can set permissions for viewing and editing the items in a category.
What are the Different Types of Categories in Sharepoint?
Sharepoint offers several types of categories. These include document libraries, lists, and websites. Document libraries allow users to store and share documents, lists enable users to track data and collaborate, and websites enable users to create webpages. Sharepoint also offers custom categories which allow users to create their own unique categories and customize them according to their needs.
Additionally, Sharepoint offers categories which are specifically designed for specific scenarios, such as project sites and team sites. These categories provide users with specialized tools and features to help manage various types of projects and teams.
How do I Share a Category in Sharepoint?
Sharepoint allows users to share categories with other users. To do this, first navigate to the “Manage Categories” page and select the category that you would like to share. On this page, you will see an option to “Share” the category.
Once you click on the “Share” option, you will be prompted to enter the name of the user or group that you would like to share the category with. Once you have entered the name, click “Share” to complete the process. The user or group that you have shared the category with will then be able to access and edit the category.
Sharepoint: Add a new category in a sharepoint library
Adding a category in Sharepoint is a great way to organize your content and make it easier to locate. With a few simple steps you can quickly add a category that makes it easier for you to find and share the information you need. By following these steps, you can quickly and easily add a category to your Sharepoint site, making it easier to find the information you need and share it with others.
