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How to create a category

Who can use thisSuper Admins, and any role given this permission
Permission you need
Add resources
Set by your workspace admin. If you cannot do this, ask them for access.

A category is a folder in the library. Everything else lives inside one, so create a category first. Categories can sit inside each other, up to five levels deep.

Before you start: you need the Add resources permission. See What you can do in Resources.

  1. Tap + New, then New Category.

    The New menu
    The New menu
  2. The New Category panel slides in from the right.

    An empty New Category panel
    An empty New Category panel
  3. Type a title and, if you like, a description.

    A category filled in
    A category filled in
  4. Tap Create. The category appears as a folder card.

    The new category
    The new category

The category menu

  1. Tap ⋮ on a category.

    The category menu
    The category menu
  2. Tap Details to see the facts.

    Category Details
    Category Details

A sub-category

Open a category and tap + New → + Subcategory to add a folder inside it.

The New menu inside a category
The New menu inside a category

Last updated 2026-10-23