Categories

Categories help organize issues and make it easier for users to find and submit relevant feedback. Learn how to create, customize, and manage categories effectively.

Creating categories

Basic category setup

1. Go to Project Settings → Categories
2. Click "Create Category"
3. Fill in category details:
   • Name: Clear, descriptive name (e.g., "Feature Requests")
   • Icon: Choose from available icons
   • Color: Select a color for visual identification
4. Click "Create Category"

Category examples

• Feature Requests: New functionality requests
• Bug Reports: Issues and problems
• Improvements: Enhancements to existing features
• Integrations: Third-party service connections
• UI/UX: Design and user experience feedback

Customizing categories

Visual customization

• Icons: Choose from icon library or upload custom
• Colors: Select colors that match your brand
• Order: Arrange categories in logical sequence
• Archived: Hide unused categories without deleting

Content customization

• Descriptions: Add helpful descriptions for users
• Guidelines: Set expectations for each category
• Examples: Provide examples of appropriate submissions

Managing categories

Active categories

• Edit: Modify name, icon, color, or description
• Reorder: Change display order
• Archive: Hide from new submissions
• Delete: Remove permanently (with confirmation)

Archived categories

• Restore: Bring back archived categories
• View issues: See existing issues in archived categories
• Permanent deletion: Remove after archiving

Best practices

Category design

• Keep it simple: 3-7 categories work best
• Clear names: Use terminology users understand
• Mutually exclusive: Avoid overlapping categories
• Comprehensive: Cover all types of feedback

User experience

• Descriptions: Help users choose the right category
• Examples: Show what belongs in each category
• Consistency: Use consistent naming and styling
• Regular review: Update categories based on usage

Organization

• Logical grouping: Arrange by importance or workflow
• Visual hierarchy: Use colors and icons effectively
• Regular cleanup: Archive unused categories
• User feedback: Adjust based on user behavior

Category workflow

For users

1. Browse categories: See available options
2. Select appropriate: Choose best matching category
3. Submit issue: Create issue in selected category
4. Follow guidelines: Follow category-specific rules

For admins

1. Monitor submissions: Track category usage
2. Review categorization: Ensure proper classification
3. Adjust as needed: Modify categories based on feedback
4. Archive unused: Clean up old categories

Advanced features

Category-specific settings

• Required fields: Different fields per category
• Approval workflow: Category-specific approval process
• Notifications: Different alerts per category
• Assignments: Auto-assign to team members

Analytics

• Usage statistics: Track category popularity
• Submission trends: Monitor category growth
• User behavior: Understand category preferences
• Performance metrics: Measure category effectiveness

Next steps

• [Statuses] - Set up workflow statuses
• [Board settings] - Configure permissions
• [Branding] - Customize appearance