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How to create space categories

In this how-to guide, you'll learn how to create and organize space categories in Confluence, ensuring efficient navigation and content classification.

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·10 steps·34 views·Published

In this how-to guide, you'll learn how to create and organize space categories in Confluence, ensuring efficient navigation and content classification. The steps cover everything from accessing the administration panel to managing specific space settings and adding new categories for better content organization.

Step-by-step Guide10 steps
  1. Click the Confluence administration button

    This action will open the Confluence administration panel, where you can configure global settings, manage user permissions, and adjust site functionalities.

    Click the Confluence administration button
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  2. Click the Spaces link

    This action navigates you to the Spaces management section, where you can view and organize your active, archived, and trashed spaces in Confluence.

    Click the Spaces link
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  3. Click the Quick Actions menu

    This action opens a contextual menu with shortcuts for quick management tasks related to the selected spaces in your Confluence environment.

    Click the Quick Actions menu
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  4. Click the Space settings option

    Selecting 'Space settings' opens the configuration options for the chosen space, allowing you to manage its permissions, details, and features.

    Click the Space settings option
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  5. Click the Space details link

    This will take you to the Space Details section where you can manage specific settings and information related to your space.

    Click the Space details link
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  6. Click the More details link

    This action expands additional options and settings related to the space details, allowing you to configure further aspects of the 'Operations' space.

    Click the More details link
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  7. Click the Add category button

    This action allows you to add a new category to the existing list. Ensure you provide a relevant name for the category to organize your space efficiently.

    Click the Add category button
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  8. Fill in the Categories field

    Enter the appropriate category for your space settings to help organize and classify the content. This will ensure that users can easily navigate to relevant spaces.

    Fill in the Categories field
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  9. Click the Sales category

    This action selects the 'Sales' category from the available options, allowing you to filter or manage items related to sales within the Operations space.

    Click the Sales category
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  10. Click the Save button

    Clicking the Save button will store the changes made to the space settings, including any updates to categories and descriptions.

    Click the Save button
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