Categorize Multiple Posts

Latest update on June 10, 2024

Introduction

Users can select multiple posts in Search, Inboxes, and Workspaces and apply one or more category tags simultaneously.

The categorize multiple posts features is helpful when you want to categorize multiple posts using the same taxonomy categories.

For example, you might want to categorize all new posts or posts from a particular search, feed, or source with the same taxonomy categories.

When adding categories to multiple posts in Inboxes, you can also view your favorite topics for that inbox.

The feature streamlines your categorization work and provides a better overview of how the posts in your Inboxes, Search, and Workspaces are categorized.

Where to find the feature

The feature is available in Inboxes, Search, and Workspaces.

How to activate the feature

The feature is available in all Inboxes, Search, and Workspaces by default.

No activation is required.

How to use the feature

1. Open your Inbox or Workspace or navigate to Search.
2. Select the posts you want to categorize by checking the checkbox beside the post headline.
3. Click the Manage Categories button at the top of the post list.  All categories in the selected posts are now displayed under Selected Categories in the Manage Categories pop-up.
4. Use the cross button to remove any of the existing categories from the selected posts.
5. Use the Find Categories search bar to search and add additional taxonomy categories to the selected posts. Click the search bar to show a drop-down with your Favorite categories in the upper section of the list and All Categories in the lower section. You can also type keywords to find more taxonomy categories.

The added categories are automatically saved on all selected posts.

 

Next steps Inboxes:

In the next step, you can click the Qualify button to qualify the selected posts or click the Add to button to copy them to a Workspace, Newsletter, or Report.

You can also merge the posts into a summary using the Create Summary button.   

Next steps Workspaces:

In the next step, you can click the Add to button to copy the selected posts to a Newsletter, Report, or other Workspace.

You can also merge the posts into a summary using the Create Summary button.   

Next steps Search:

In the next step, you can click the Add to button to copy the selected posts to a Workspace, Newsletter, or Report.

You can also merge the posts into a Summary using the Create Summary button and add the Summary to a Workspace, Newsletter, or Report. 

User Access

Superusers and Superuser Admins.