Grouping Topics Into Categories

Discussion Categories allow you to create logical groupings of Topics. In larger studies, these categories improve navigation and organization of the content housed in the Discussions area of your Study.

While Discussion categories are optional, we strongly recommend their use when you expect a lot of Topics to be created each week. It helps ensure relevant Topics are easy to find and participate in.

Adding Categories

In the Discussions tab, click on the Options button and select the Add Category option from the menu. The category must be named and assigned a colour at a minimum but you can also add a detailed category description to help contextualize the space.

If you are allowing participants to start their own Topics (which is done from the Admin menu in Study Settings: Configuration), there'll be the option to only allow Admins to add Topics to the category. This options allows you to have a space where participants can add Topics and drive the direction of the conversation but also have a space where there's more administrative control as well.

If you create your first Discussion category after Topics already exist, a General category will be created for you and all existing Topics will be assigned to it. You can move Topics between categories at any time but all Topics must be categorized once this feature is enabled.

Editing and Deleting Categories

Visit the category you wish to edit and select Edit Category from the Options menu. On the following page, you'll be able to update the Category Name, its Color, Description, etc.

Similarly, visit the category you wish to delete and select Delete Category from the Options menu. If there are Topics in the category, you will be forced to re-assign them to a new category.

If you are deleting the last or only category, it will not delete existing Topics but rather return them to the initial uncategorized state.

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