J4.x:Create and Manage Article Categories
From Joomla! Documentation
Adding and Managing Article Categories
Joomla! is a powerful Content Management System (CMS) and the use of categories provides you with an easy to use and efficient way to organise and display your articles. Joomla supports categories and sub-categories. For more information read Joomla! Category.
Every Joomla article must be assigned to a category but not all websites use or have a need for them. New installations of Joomla include a category named uncategorised. When a new article is created it will be set as uncategorised by default. If your website uses categories you will change it. If the website doesn't use categories you would save the article using the default uncategorised category.
Once categories are assigned to articles Joomla is able to access them via menus, components, modules, extensions and more.
Categories can be added in several places in Joomla! 4 giving you flexibility to work the way that suits you best.
Note that an article can only be assigned to a single category or sub-category.
Log in to the Administrator Home Dashboard. To learn how to do this read: Logging in or out of the Administrator Dashboard.
Categories will help organise your content but they need to be set up carefully for them to be efficient. Before starting, consider the categories you require, especially if others will adding articles. You can set up as many categories as you want but having a large number can become difficult to manage. Joomla lets you use a category as a parent to assign other categories as sub-categories. This approach can makes your categories easier to manage.
A logical workflow in Joomla is to create categories before articles but it is not the only way, see Quick Tips below.
Adding Categories and Sub Categories
Via the Home Dashboard
Dependant on if your Home Dashboard has been customised after installation, you will have one or two options to generate a new category:
- In the Sidebar Menu click the Content link, then from the dropdown menu click the plus (+) symbol to the right of the Categories link.
- If it is displayed, in the Home Dashboard Site Panel click the plus (+) symbol to the right of the Articles Categories icon.
Via the Article: Categories List
Click the New button.
Either of these options will open up a page: Articles: New Category that is ready for input.
Add the name of your new category to the Title field. This is the only mandatory information required.
You can add a description for the category using the editor. This is a matter of preference.
When you create a new category, by default the settings panel Status will be set to Published. You can change the status to Published, Unpublished, Archived or Trash.
Besides Status, the other settings are:
Parent: The process for adding a new category or sub-category is almost the same. The only difference is that you set the category as -No parent- (the default setting) or select a parent by choosing an existing category which makes your new category a sub-category of the selected parent.
Access: By default access is set to Public. Other options to restrict access are Guest, Registered, Special and Super Users.
Tags: If you use them, you can add one or more tags to the category. Setting tags at category level is a good way to maintain consistency.
Note and Version Note: Use these to add relevant notes if required.
Click Save & Close. If you are creating more categories you can click Save & New instead and will open up a new input page.
Once the category has been saved you will be returned to the Articles: Categories page.
The screenshot above shows an example of how some categories have been set up. It is easy to see that the list includes sub-categories (grouped and shown offset to the right below the parent).
Once you have created your categories they are available for use in your articles. For more information on assigning a category to an article read Joomla! Article Settings.
- You can also create article categories from within an article.
- Remember that you can only assign one category to an article.
- As both parent categories and sub-categories can have further sub-categories, plan and organise categories carefully. A complicated category hierarchy can become a challenge to manage.
- Another method of grouping content in Joomla is the use of the Tags Component allowing you to add multiple tags to your articles. Using categories and tags can help minimise the number of sub-categories and provides an efficient way to structure your website content and provide visitors with more features to navigate your website content.