Manage learning categories

Learning categories are used to tag objects that focus on the same topic and should have short and straightforward names. Learning categories are visible to learners, so they can easily find relevant content based on the topic.

Manage learning categories

Before you can start adding learning categories to objects, you need to first create them, just like with the administrative categories. Matching objects with categories works both ways, meaning that you can add many categories to one object or many objects to one category. This should make training category administration hassle-free. 

Create learning categories

1. Go to Platform settings > Configuration > Everything else > Learning categories.
2. Click “Add category”.
3. Enter category name and its translations if needed.  
4. Click “Add” to confirm. 

Create learning subcategories

1. Go to Platform settings > Configuration > Everything else > Learning categories.
2. Click on the plus icon next to the selected category.
3. Enter subcategory name and its translations if needed.   
4. Click “Add” to confirm. 

Add categories to an object

1. Create a new object (e.g., path or online course) or start editing an existing one.
2. In the "General data" section, find "Learning categories" option and select the learning categories and/or subcategories you want to add.
3. Remember to save your changes.

Add objects to a category

1. Go to Platform settings > Configuration > Everything else > Learning categories.
2. Click the category or subcategory to edit it. 
3. Click "Add objects to category", select objects from the list, and confirm. 
4. You will see the objects in the list. You can delete them, or add more, at any time. 
5. Remember to click "Save"

How to prepare categories and subcategories? Tips and tricks

• Interview a diverse group of users (e.g., manager, store employee, corporate employee, etc.). Ask them how the objects should be categorized, what categories would be important to them, etc. The conversation may result in ready-made categories or tips / inspirations for further work. 
• Category names should be short (1-2 words). They must be straightforward and written in plain language. Long or complicated names will make it difficult for users and, as a result, will lower the open rate of objects. 
• Take a look at your category map and check which categories contain the most objects. In categories with more than 10 objects, you can consider creating subcategories. 
• Write down all categories and subcategories on a piece of paper (or use tools like Miro) and verify with a few employees whether the category division is understandable. The easiest way is to provide a few object names and ask what category they belong to.