Please note that Categories will soon be going away, Q3/2025, replaced by Channels in the near future.

PlusPlus offers three ways to organize your content so that it is more discoverable. The first two, categories and tags, work together to point team members to the content they want to engage as they peruse the catalog. Then third, you can create additional filters to organize content into buckets to which categories don’t apply.

This article provides an introduction to how these features work so you can get started using them to their fullest potential.

With one caveat, which we'll unpack below, note that Categories and Tags are configurable by platform admins only in global settings here:

https://yourcompanyname.plusplus.app/a/system-settings/tags/

Adding all desired tags here will make it so users can't create new ones where only the ones in that list will show up as options for filtering. So, existing tags not included in the list won't show up as options in filters and users won't be able to adds new tags.

The caveat: platform admins and organizers, as well as content owners, can ad-hoc create new tags (categories can only be created in global settings) within certain content items, such as events, but only if NO tags are setup in the global settings Allowed tags filter per the outlined restrictions below

Example, if no tags are setup in global settings, of adding a new tag in an event

Categories organize your catalog of content into big buckets, often geared toward different departments or teams, such as Engineering, Management, Sales, and so on. These top level categories help team members filter the content they see down to what applies to them.

We recommend putting every piece of content into one category, thus making it organized and easier to discover.

To learn how to create and start using content categories, see How to configure content categories.

With tags you can mark content as touching specific points of interest or specialty, such as AI, Best Practices, Culture, and so on. Tags are second-level categorizations and indicate the more specific things on which the content touches.

We recommend adding as many tags as applicable to each piece of content as this will help team members find the content they are most interested in.

To learn more about the options for implementing tagging, see How to configure content tags.

Filters are another top-level categorization in addition to categories. You can create filters to organize content into buckets to which categories don’t apply. For example, if you provide content in multiple languages, you can add a Language filter to organize content by language.

Also, unlike categories, you can set up filters for specific content types. This allows you to set up an Expertise filter for mentors, for example, so that team members can find a mentor with an expertise they want to learn more about. Filters provide an additional layer of organization to make your content more discoverable and more directed to its intended audience.

There are caveats to configuring Categories, Tags, and Filters where you cannot have the same exact word or terms setup in multiple locations without making it unique. For example, if we utilize Engineering as a term under Categories, we cannot use the same word or term again under the Allowed tags or Flexible Filters sections without making it unique per the naming difference shown here and illustrated below: Engineering(ff) as an alternative spelling option under Flexible Filters, eliminating any conflicts with the other sections.

As long as there's a slight difference in spelling by one character or more it's possible to utilize the same term in multiple sections:

Changing a tag or category name will change it everywhere, there's no need to re-tag content as well as this change should happen immediately.

Please note that a consideration of renaming tags or categories some shared URLs related to these names might not all filter down and work as expected.

To avoid any confusion, an item to mention is that as Events do not show up on the Catalog menu but Event Types (soon to be called Event Series) do therefore if you put a category or tag on an Event Type users can click on those tagged and categorized Event Types to get to the related child Events.