How to create a category in Discourse

In this short how to guide, you will see a quick run through of the steps to take to create a category in Discourse. Categories are like channels in that are in Slack and Discord.

There are 3 ways to start the category creation process:

  1. go to /categories aka your-site.com/categories
  2. select the hamburger menu from the top right part of your screen and click the Categories option:

  1. click the Categories option in the Discourse nav links at the top of your Discourse forum, right under your logo:

On the categories page, click the :wrench: icon at the top right corner of your screen and select the :heavy_plus_sign: New Category button to start:

image

Clicking the :heavy_plus_sign: New Category button will open the category creation page with which you can use to create and configure your category to your preference:

For more details on the different details on how to configure and use the groups feature to your preference, see these other how to topics here: Latest category topics in howto - Discourse Meta. As a beginner, the four guides that would be of the most use to you would be:

  1. How to reorder / adjust category listings and set fixed category positions, this helps you understand how to arrange how your categories appear on the category page: /categories aka your-site.com/categories, this is especially useful if use the category page as your home page

  2. How to display sub-categories in boxes, is just as the name says

  3. How to create private categories using category security settings, this is a more advanced setup that shows you how to use the groups and category feature in Discourse to create private sub-forums within your larger forums. These are like private channels in Slack and Discord.

  4. How to create tag structures, tag category restrictions, tag groups and tag relationships, another advanced setup which helps you understand how to leverage tagging and categories in a very powerful way in Discourse.

6 Likes