How To Create A Category In Sharepoint?

Creating a category in Sharepoint can be a daunting task, but with the right guidance and know-how, it can be a breeze. In this article, we will provide you with a step-by-step guide to creating a category in Sharepoint. With this guide, you will learn the essential steps to create a category, from defining the scope of the category to setting up user permissions. We will also provide you with tips on how to make your category more effective and efficient. With this guide, you’ll be able to create a category in Sharepoint quickly and easily.

How to Create a Category in Sharepoint?

The ability to create categories and organize content in Sharepoint is essential for businesses that need to store and manage vast amounts of information. Categories can help users quickly and easily locate the information they need. In this article, we’ll explain how to create a category in Sharepoint and the benefits of doing so.

What is a Category in Sharepoint?

A category in Sharepoint is a way of organizing content and documents into groups. Categories are created by adding a single word or phrase to each item or document, which can then be used to filter and search for content. For example, if you have a list of documents related to “sales”, you could create a category called “sales” and add it to all of the documents. You could then use the “sales” category to filter and search for documents related to sales.

Why Use Categories in Sharepoint?

Categories are a powerful way to organize and manage content in Sharepoint. By using categories, users can easily find the documents, images, and other content that they need. Additionally, Sharepoint allows users to create custom categories and assign them to documents and other content. This makes it easier for users to find and access the specific content that they need.

How to Create a Category in Sharepoint?

To create a category in Sharepoint, first open the Sharepoint library in which you’d like to add the category. Then, click the “Add Column” button and select “Choice” from the list of column types. Next, enter the values for the category in the “Choices” field and click “OK”. Finally, click the “Save” button to save the changes.

How to Assign a Category to Content in Sharepoint?

To assign a category to content in Sharepoint, first open the library in which the content is stored. Then, click the “Edit” button and select the content to which you’d like to add the category. Next, click the “Edit Properties” button and select the category from the list of available choices. Finally, click the “Save” button to save the changes.

Using Categories for Search and Filtering in Sharepoint

Categories can be used to search and filter content in Sharepoint. To search for content using categories, first open the library in which the content is stored. Then, click the “Filter” button and select the category from the list of available choices. Finally, click the “Apply” button to search for content in the selected category.

Using Categories to Create Views in Sharepoint

Categories can be used to create custom views in Sharepoint. To create a custom view using categories, first open the library in which the content is stored. Then, click the “Create View” button and select the “By Category” option. Next, select the category from the list of available choices and click the “Create” button. Finally, click the “Save” button to save the view.

Using Categories to Customize the List Layout in Sharepoint

Categories can be used to customize the layout of a list in Sharepoint. To customize the layout of a list using categories, first open the library in which the content is stored. Then, click the “Edit Layout” button and select the “By Category” option. Next, select the category from the list of available choices and click the “OK” button. Finally, click the “Save” button to save the changes.

Using Categories to Share Content with External Users in Sharepoint

Categories can be used to share content with external users in Sharepoint. To share content using categories, first open the library in which the content is stored. Then, click the “Share” button and select the “By Category” option. Next, select the category from the list of available choices and enter the email address of the external user. Finally, click the “Send” button to share the content.

Understanding the Security Settings for Categories in Sharepoint

When creating categories in Sharepoint, it is important to understand the security settings for the categories. Sharepoint allows users to control who can access content in a particular category. To configure the security settings for a category, first open the library in which the content is stored. Then, click the “Manage Permissions” button and select the category from the list of available choices. Finally, click the “Manage Permissions” button to configure the security settings for the category.

Using Categories to Manage Access to Content in Sharepoint

Categories can be used to manage access to content in Sharepoint. To manage access to content using categories, first open the library in which the content is stored. Then, click the “Manage Access” button and select the category from the list of available choices. Next, select the users or groups who should have access to the content and click the “Save” button. Finally, click the “OK” button to apply the changes.

Using Categories to Automatically Create Columns in Sharepoint

Categories can be used to automatically create columns in Sharepoint. To create columns using categories, first open the library in which the content is stored. Then, click the “Add Columns” button and select the “By Category” option. Next, select the category from the list of available choices and click the “Create” button. Finally, click the “Save” button to save the changes.

Using Categories to Export Content from Sharepoint

Categories can be used to export content from Sharepoint. To export content using categories, first open the library in which the content is stored. Then, click the “Export” button and select the “By Category” option. Next, select the category from the list of available choices and click the “Export” button. Finally, click the “Save” button to save the exported content.

Frequently Asked Questions

What is Sharepoint?

Sharepoint is a web-based platform developed by Microsoft that enables businesses to create and manage websites, documents, and other content. It provides a collaborative workspace for teams to work together and share information. It is also used to store, organize, and access data in a secure, centralized location.

Sharepoint is used in many industries, from healthcare to finance to education, to create and manage websites, documents, and other content. It is also used for project management, document management, and enterprise content management.

How do I create a category in Sharepoint?

Creating a category in Sharepoint is a simple process. First, you will need to go to the “Site Settings” page and select the “Categories” option. On the Categories page, click the “New” button, enter a name and description for the category, and click “OK”.

Once the category is created, it will appear in the list of categories on the Site Settings page. You can then add items to the category by selecting the items, clicking the “Categorize” button, and selecting the appropriate category. Once the items are added to the category, they will appear in the list of items associated with the category.

What types of items can be added to a category in Sharepoint?

Sharepoint categories can contain a variety of items, including documents, images, videos, web pages, and lists. The items can be organized within the category and assigned different permission levels. For example, a category can be set up to allow only certain users to view or edit the items within it.

When creating a category in Sharepoint, you can also add metadata to the items within it. By adding metadata, you can make the items easier to search for and find. This can be useful for organizing large amounts of content and making it easier to locate the items you need.

Are categories in Sharepoint private?

Sharepoint categories are not private by default. However, you can set up categories to be private, which means that only certain users will be able to view or edit the items within the category. To set up a category as private, you will need to go to the Category Settings page and select the “Make Private” option.

Once the category has been set to private, only users with the appropriate permissions will be able to see the items within the category. You can also set up the category to allow only certain users to view the items or to allow all users to view the items.

Can I add a description to my category in Sharepoint?

Yes, you can add a description to your category in Sharepoint. When you create a category, you will be prompted to enter a name and description. The description will appear in the category list on the Site Settings page, and it can be useful for providing additional information about the category.

The description can include a variety of information, such as what types of items the category contains, who can view the items in the category, and any other relevant information. This can help make it easier for users to find the items they are looking for, as well as provide additional context and clarity.

Creating a category in Sharepoint can be an effective way to organize information and make it easier to find. With the right setup and consideration, you can create a category that is useful and beneficial to both your team and your users. By taking into consideration the needs of your team and users, you can create a category in Sharepoint that will help maximize efficiency and satisfaction. With the right steps and planning, you can create a category in Sharepoint that will be effective and beneficial.