Learn what categories are, how they organize templates, and why they matter when creating forms in Knowella.
In Knowella, a Category represents the module or group under which templates are created.
Categories help organize templates in a structured way so users can easily find, manage, and use forms across the platform.
What is a Category?
A category acts like a folder or module.
Each category can contain multiple templates that serve a similar purpose. This helps keep your templates grouped logically and easy to navigate.
Simple explanation
Think of categories as folders:
- A folder = Category
- Files inside the folder = Templates
This structure helps users quickly locate the right form when they need it.
How are Categories used in Templates?
When creating a new template, you are required to select a category.
This determines:
- Where the template will be placed
- How it will be grouped with other templates
- How users will find it within the platform
For example, all inspection-related templates can be grouped under an Inspections category.
Examples of Categories
Common categories include:
- RFP Management
- Inspections
- Audits & Compliance
- Incident Reporting
- Operations
Each category can contain multiple templates related to that specific function.
Why are Categories important?
Categories help keep your platform organized and easy to use.
Using categories helps to:
- Maintain a clear, module-based structure
- Quickly locate relevant templates
- Improve usability for end users
- Enable better reporting and management
Best practices
To use categories effectively:
- Use clear and meaningful category names
- Avoid creating too many unnecessary categories
- Group similar templates under the same category
- Follow consistent naming conventions across your organization
Why this matters
Choosing the right category ensures that your templates are:
- Easy to find
- Properly organized
- Scalable as your system grows
Need more help?
If you need assistance with categories or template setup, contact: support@knowella.com
