How to categorize Posts, Contributions and Summaries

All customers have unique portals with their tailored taxonomy containing various fields, categories, and subcategories relevant to their industry, organization, and use of Wide Narrow.

The taxonomy makes it possible to categorize, search and filter information in Wide Narrow easily. It also makes it easy to sort out information for different target groups and deliverables.

How to categorize

Posts, Summaries, and Contributions are categorized in the same way:

1. Open the post (summary or contribution) edit form.
2. Click the Taxonomy tab to open the taxonomy.
3. Tag the post (summary or contribution) with all relevant tags.
4. Click Save.

Our recommendations when using the Taxonomy Categorization

• Categorize all qualified posts, summaries, and contributions to make them easily searchable and usable in automated newsletters, dashboards, and other deliverables.
• There is no limit to the number of categories you can select but avoid any overlapping categories. Make sure that all perspectives of the post content are specified.
• You can add several categories within the same field.
• Don't forget to add tags in all fields if applicable.
• "Who?" (players), "what?" (topics), and "where?" (geography) are good questions to ask when categorizing posts. 
• When there are subcategories to a category, we recommend tagging both the parent category and relevant subcategories. If you only want to categorize a specific subcategory, don't tag the parent topic.

User Access: Only Superusers with Admin access can make changes to the taxonomy. All users can use the taxonomy to filter information, categorize content and create saved searches.