Creating and Managing Asset Categories

How to create a hierarchical taxonomy to store your assets and keep them organized

The more assets you have, the more difficult it may be to keep track of them all. In Plytix you can create categories of up to six levels to make finding and managing your assets easier. Asset categories can also be added to your brand portals as a way of filtering assets.

 

Creating Asset Categories

Managing Asset Categories

 

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Creating Asset Categories

You can create asset categories from the Asset Categories settings. 

  1. Click on Settings in the top navigation menu
  2. Choose "Categories" under the "Assets" section from the left side menu 

asset-categories-page

When you begin creating categories and subcategories they will be listed here:

Creating a main category

Creating a subcategory

Creating a main category

To create a first-level category: 

  1. Click Index under the Asset categories section
  2. Click + Add category
  3. Type in a name for your category
  4. Click enter to save

index-categories

💡 All you main categories are listed under Index. You can add up to 1000 categories at each given level.


Creating Subcategories 

To create a subcategory:

  1. Head to the Index section and click on the level you want the subcategory to fall under
  2. Click on Add subcategory

add-subcategory

If you already have other subcategories, click on '+ Add category' on the upper left of the tab

3.  Name the new subcategory

4. Click enter to save


add-subcategory_2

ℹī¸ Click a category or sub category in the left column and the underlaying data from that section will become visible and editable on the right column.

 


Managing Asset Categories

Sorting 

Moving

Renaming

Deleting

Sorting

Every time you create a new part of your taxonomy, you can adjust the order of categories by dragging and dropping them around. 

drag-drop

 

Moving

To move a category or subcategory to a different category level

  1. Select the category you want to move
  2. Click on the 'Move' option that appears

move-categories-options

3. From the popup you can select a new parent category or make the category you are moving its own root category.

4. Click 'Move' to save 


move-categories

Renaming

To rename a category: 

  1. Click on the category you want to rename
  2. Rename the category
  3. Press enter to save

 

rename-category

 

Deleting

 

To delete a category:

  1. Hover over the category you want to delete
  2. Click 'Delete'
  3. Confirm by clicking 'Yes, delete now'  in the popup 

delete-category

 

⚠ī¸ Deleting a category cannot be undone. Be sure you want to delete before confirming. 

 


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