Guide to Creating and Using Categories

Categories will help you organize your world!  

What are categories

On the main page of your world, you have a table of contents. The ToC is built up of your articles that are organized under categories. You can order these categories yourself and even choose which names you want the categories to have.  

Creating categories

Fresh out of the box, the ToC doesn't show up. But after adding your first article it will appear.

Codex - categories - new world - TOC shows up with first draft articl.png

    When you have atleast one completed article that isn't a draft, this is how the ToC of your world should look.

Codex - categories - new world - TOC no categories yetl.png

You don't have to add categories if you don't want to. This is how it will look without categories. However, your article list will become very long if it isn't split into categories.   Find the option Categories in the left side bar and click it:

Codex - categories in world menu.png

  You can also access the categories from the green power hammer button, even from the presentation view:  

Codex - categories from green button.png

The top 'category' link will take you to the Create a category page right away, while the bottom 'categories' link will take you to the overview. We are going to visit the category overview first, so click it to access the category overview:  

Codex - categories- create new.png

This is the category overview/tree. Let's create a new one with the Create a new Category button at the top.  

Codex - categories- new.png

This is the top part of the category page. Let's fill in these boxes and then move on. You need to name the categories but you don't have to fill in the other two.  

Codex - categories- display as book.png

These checkmarks are below the previous text boxes and can be used to adjust how the category will be displayed.   If you want your categories only in the ToC, it isn't necessary to learn about the other boxes on this page you can click here to learn how to move categories around or click here if you want to learn how to add the articles to your categories.  
 

Codex - categories- book cat.png

The first checkbox, if checked, will transform your category into this beautiful book on the main page, right below the description of your world.  

Codex - categories- book cat - no title.png

If you uncheck the second box, the name of the category will disappear from the book cover. This is nice if you have made a custom image for your books, or you just don't want the name there.  

Category covers

Below the checkboxes, you will find the options highlighted in red. The book-style cover will be displayed only if you checked the corresponding checkbox in the previous step. The 'page cover' will be applied in the category page header.  

Codex - Custom Category Cover.png

In the box to the left, Book-style cover, you can upload the custom image for your book category. If you have already added the images you want to use to your world you will find them in the library list. Otherwise, use the browse button to find them on your computer.  

Codex - Category Page with custom cover.png

In the box to the right, Page cover, you can add headers for the category. If you click on a category while visiting a world it will take you to a page that lists all the articles in that category. This is where that header will show.  

Codex - last 3 form boxes on category creation page.png

These are the last boxes on the create category page.  

categories12.JPG
Parent category. If you want this category to be inside another category this is where you will find that category.
If you have a category named "Species" you can add other categories under that, for example; Non-sapient and Sapient.
You can also do this on the Category overview page, it's simpler to do it there but it's good to know what these boxes do. We're heading to the overview after this so click here if you aren't interested in the other boxes

  The last two, access and subscriber groups are only available if you are a guild member.  
rank-journeyman
Access, here you can choose if you want your category to be public or private.   Subscriber groups can see private articles. Here you can pick which subscriber groups you want to give the privilege of being able to look at this category. More information in the Guide to Subscribers.

 

The category overview

categories4.JPG

categories14.JPG

This is the overview, if you use the tree view you will be able to move the categories around. Place the mouse pointer on the category you want to move. The pointer will turn into a hand and you can move the category around by clicking and holding the left mouse button.   Placing a category below and a bit to the side of another will nest that category under it, as you can see on the left, Tree View, image.

If you have a lot of categories you can look at them in the Alphabetic view and even search them if there is a special one you are looking for.

 

Add articles to your categories

To add an article to a category you need to go to the article you want to add and click on the navigation tab. Scroll down a bit on the navigation tab and you will see this box:  

categories16.JPG

  If you uncheck the box Show in table of contents, the article will only show up when the viewer clicks on the category in the ToC. If you check the box Emphasize in the table of contents the article name will be italicized in the ToC. When you click on the Category: make a selection box, a list of your categories will appear. Choose the category you want the article to appear under. If you have a long list of categories you can type the name of the category and it will appear.

 

Adding many articles to a category

Go to the article list, where you can use both the tree view (with a drag-and-drop system) or the alphabetical view (using check boxes and the drop-down menu at the bottom of the page) to quickly categorize or uncategorize articles. More information in the Guide to the Article list

 

Editing Categories

Codex - edit category - basic details.png
Name: This needs to be filled in
  Excerpt: Optional
  Parent Category: If you want this category to be listed under another category in the Table of Contents - choose the parent category here.
 
Codex - edit category - content.png
Description: is the vignette (large text section) for the category.   Custom content (1-5): These are content sections that you define. They're great for adding images, telling about articles that are important, custom containers that highlight information, character snippets that are interesting, and anything else you want to highlight for the category. These will be used in the next tab,Design  
Codex - edit category - design.png
On this tab you can drag and drop any of the content you want to have displayed in the different sections. For example, you can drag the Table of Contents to the top or all the way to the right.
  The wide box goes directly under the Category Description. Next the 3 columns will display thin columns on the category page. The wide bottom box is basically the category footer.   Any of the boxes you don't want displayed on the category page, you can drag to the Unused Sections.  
Codex - edit category - display.png
The Visibility Settings checkboxes are the same as in category creation.   Book-Style Cover and Page Cover are the same as in category creation.   Default article cover: The image you choose here will be added to the head of all articles under this category (unless the articles in question have a specific cover image set in their individual article settings).   Additional CSS Classes are CSS classes/containers you may define to apply to the category. See Guide to CSS Formatting for more information.  
Codex - edit category - access.png
Privacy and Subscriber Groups are the same as in category creation.

 

Adding Category links and boxes to articles

Access these category links edit your category. This will appear in the right sidebar.

Codex - category presentation.png

  Category link, if you want to link a category this is the link you should use.   Category link with a custom title, this is self-explanatory. If you want to add a link to your article with a custom title this is the link you should use.   Category table of contents widget, this link will link all articles under that category.

categories20.JPG

Like at the top of this page under the table of contents.   Category book widget, this will put a book style cover link to your category.

Codex - category book cover in article.png



Cover image: by Min An

Comments

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31 Dec, 2018 20:34

For some reason, it won't let me select Default Article Cover. Is there something that would prevent me from being able to click there? I can't seem to do it for any of my Categories.

31 Dec, 2018 21:17

Default cover? They automatically have the default one for the theme that you have chosen. If you want other covers you first have to upload them with the image uploader and then choose them in the "Page cover" section or click the browse button and choose them from your computer. :)

31 Dec, 2018 21:41

That's the problem, I have lots of images uploaded, but I can't select any to be the default cover for a category. I can manually set them, but that makes the articles look weird in certain areas. Maybe a screenshot will help: https://i.imgur.com/H00pWS1.png

31 Dec, 2018 23:42

That’s really weird. I’ll make a bug report for you.

31 Dec, 2018 23:54

Oh, so it's not something I did. Good to know, I'll file one, too.

31 Dec, 2018 23:54

(If you join the discord (you can find a link on your dashboard) you can get help with more things and file bug reports if you stumble across more of them )

1 Jan, 2019 00:29

What kind of a browser are you using? Chrome?

1 Jan, 2019 01:04

Yup.

1 Jan, 2019 14:53

I just heard back - it's a Grandmaster feature.

2 Jan, 2019 05:47

Ah! Okay, that explains it. :3 thanks for keeping me updated. <3

20 Mar, 2019 12:25

"Access, here you can choose if you want your category to be public or private." Even if I set the 'access' field to 'private', I still can see it when I navigate to my article. I'm assuming that this is because I have admin privileges, and the average reader will not actually be able to see the private category. Is this correct?

21 Mar, 2019 02:09

Yep, that is correct. If you have co-owners or editors(I think, they can see private articles at least) they will also be able to see them. :)

24 Mar, 2019 14:42

Thanks!

24 Mar, 2019 16:53

NP! :)

14 Apr, 2019 14:30

I cant seem to get a category table of contents widget successfully showing on any article, I copy the link into the articles I want the widget to be in but it never makes a difference.

14 Apr, 2019 15:05

Weird, do you have an article where you have posted in the link, that I can take a look at?

14 Apr, 2019 15:39

https://www.worldanvil.com/w/atheros-diceydan/a/elefdr-article   Here you go, I've put it in the main prose in addition to the sidebar

15 Apr, 2019 02:35

(sorry for the late reply, been at work) Hm, it doesn't appear in the code. How many articles do you have under the category? Are you a member of the discord?

15 Apr, 2019 11:17

Hi, I'm not a member of the discord. I have 22 articles in the category, I've tried with another category with only four articles in and still no joy. I've followed the steps here and exactly as in the video example on YouTube but I have no idea why it's not working

15 Apr, 2019 16:36

Super weird and sadly I can’t help. But if you come over to the discord the developer and the rest of the staff (and the community) is over there and they should be able to help you. :) https://discordapp.com/invite/WHuu4qH Otherwise you can mail them at [email protected] ...or write a bug report, you can find the form under “Need help?” In the footer.

16 Apr, 2019 02:39

Actually, can you maybe screencap where you have put the code?

9 Jun, 2019 03:24

Quick question: is there any way to auto sort the articles in a category i.e. based on the alphabetically order of the article name?

9 Jun, 2019 06:22

Yep, if you are on the alphabetical view you can just click on category header title...if you click on "Title" you sort them alphabetically after title. If you click "parent" it will sort them after the parents.

categoryheader.JPG

26 Jul, 2019 17:44

It looks like they've updated how Categories work, and now I can't find ANYWHERE to organize my articles within the category. What happened to the nice drag and drop system and how do I get my articles to display alphabetically now??

26 Jul, 2019 17:48

Oh, great, they moved it over to the ARTICLES section. How unintuitive and needless.

27 Jul, 2019 04:29

It was always over there, so this keeps it in one spot so he can focus development there instead of supporting the same functionality but different implementations in both.   I understand it's a minor inconvenience, but it unifies the whole process and allows him to add more features there to make it ever better.

14 Sep, 2019 00:56

Is there any way the I can align the text under the "introduction to the category" box to the left? It aligns to the center when viewed.

14 Sep, 2019 05:27

Do you mean the "Things to keep in mind" box? If so, no, you'd have to click the "Report a bug" link at the bottom of every page. The bullet list makes it look like it's in the center. It's not really a bug, but a visual thing that can only be changed by Dimi.

14 Sep, 2019 13:38

  The box that says "Write here the introduction to your Category." When viewed, it aligns all the text to the center. Here is a screenshot of what it looks like when viewed:  

15 Sep, 2019 04:21

left.PNG

15 Sep, 2019 04:25

or here

orhere.PNG

15 Sep, 2019 14:07

Thank you very much!

16 Sep, 2019 01:36

<3

11 Oct, 2019 08:18

When I created some new categories for my world I noticed that the auto collapse button is gone. At least I can't find it in the visibility settings anymore. Is this a bug or is it somewhere else now?

11 Oct, 2019 18:54

Dimitris is probably poking around with that. There has been talk of being able to move around the TOC and other things on the main page of the world (for guild members).

12 Oct, 2019 11:15

Ok thanks!

12 Oct, 2019 18:40

<3

10 Nov, 2019 00:21

Hello, I added an article to a category but when I visited my homepage it wasn't there.

10 Nov, 2019 06:53

You can see it in your category overview on the article list?

10 Nov, 2019 18:22

Yes.

11 Nov, 2019 05:52

Is the article published?

11 Nov, 2019 05:54

If it is then it's probably a bug, can you take a screencap of your category overview and your world and file the bug?

12 Nov, 2019 00:41

Oh. It just wasn't published. Sorry.

12 Nov, 2019 05:54

Ah good good. :) One less bug for Dimitris to worry about. <3

21 Nov, 2019 14:09

I can't see this checkbox: VISIBILITY SETTINGS This Category will be collapsed on the Tables of Contents

21 Nov, 2019 21:56

You can now find it under display settings.

24 Nov, 2019 16:40

It is not there. There are only 2 options "Display this Category on the top of the World page using a Book-style cover image." and "Display the Category title on World page cover image" I'm using Chrome

25 Nov, 2019 02:39

AH, that button. Hmm~ I think that might have been removed when Dimitris changed the TOC to make it load faster. I'll ask him. Might take a while 'cuz his pretty busy this weekend. (WA is going to Dragonmeet, a convention in the UK)

25 Nov, 2019 08:19

Thank you :)

26 Nov, 2019 01:40

no problem :)

11 Dec, 2019 13:10

Any news about this?

11 Dec, 2019 14:58

No, but he has been busy with other things (the ddos attack on WA earlier this week among other things), I'll poke him about it this weekend. There's the coffee meeting and sage meeting this weekend anyway so I'll either bring it up then or I'll talk to him about it. :) (I want to be able to do it on the category pages)

14 Dec, 2019 11:04

Yeah, he would only bring it back for the inner sanctum members. It slows the loading time for the TOC and for people with large worlds it sometimes crashes the page. His suggestion would be to paste the links to pages that you want people to see right away in the world vignette.

29 Jan, 2020 13:12

ok thanks :( too bad...

2 Dec, 2019 02:54

Is there any way to copy a section of the category tree and paste it into another category? I have several continents and regions, and I would like to be able to copy and paste the relevant categories, and not have to remake the tree for each continent/region. Thanks.

4 Dec, 2019 02:50

Hmm, I don't think that there is a way to copy categories. Could you maybe click the "suggest a feature" bottom and ask Dimi if that feature could be added? :)

4 Dec, 2019 03:43

Thank you for your reply. I will do that!

5 Dec, 2019 01:38

<3

24 Jan, 2020 21:49

Is there any way to have categories NOT show up on table of contents on the world page? I would like to organise some articles and use the link to be able to display the articles in that category within an article but don't want too many categories on my world page.

24 Jan, 2020 23:13

*checks category page* Hm, I think it's an either or situation. Either you have the TOC on your main page or you don't (it's possible to remove it on the world setting page). Hm, you could you perhaps suggest it as a feature? https://www.worldanvil.com/help/