Organize posts and ideas with categories and tags
Choose a shared category for each post or Idea, then add tags for more detail.
On this page
Before you begin
A signed-in workspace. The existing categories are ready to use.
Steps
Open Settings → Posting routine and find Categories below the posting routine.
Choose Add category, enter a New category name and choose a Category color. Select Add category to save it immediately.
Open a draft and choose its Category. Use More details (optional) for comma-separated Tags, such as launch, tutorial or customer-story.
When saving or editing an Idea, choose its Post category and comma-separated tags. Ideas use the same categories as Posts. Save as draft carries that source’s category and tags into the new draft.
Use search and the type and status filters in Content to find matching work.
To remove a category, first move all Posts and Ideas that use it to another category or clear their category, including archived items. Restore archived Posts before editing them; you can archive them again afterward. Then choose the category’s delete button in Settings and confirm Delete category.
A practical example
Save an Idea with Product lessons as its category and onboarding, experiments as tags. Choose Save as draft and check that the new draft keeps them. Before deleting a category, move every Post and Idea using it to another category. Restore archived Posts before editing them, then archive them again if wanted.
Check the result
Your category is available in Content and Ideas, and your posts can be found with the intended filters.
Troubleshooting
A category used by any Post or Idea cannot be deleted. Category changes save immediately; they do not wait for Save posting routine. Tags belong to each saved post or Idea and are separate from its single category.