As your projects grow bigger with more and more content, it might be difficult to search for things using the default filtering options. Taxonomies offer a versatile and customizable way to organize your content. Here are examples of their usage:

  • Content releases – group your content items as they are to be published in upcoming releases.
  • Subprojects – group your content items into subprojects (every content item can be assigned to one or multiple subprojects).
  • Business-specific categories – create categories such as Article tags, Industry, Car brands, Personas, etc.
  • Website hierarchy – use taxonomy to represent your website hierarchy and assign content items to their locations in the hierarchy.

Getting organized with taxonomies for release publishing

Working with taxonomies is similar to using tags. If you tag content items with taxonomy terms, you can filter them accordingly in the Content section. Taxonomy terms are organized in taxonomy groups. 

In this tutorial, you will learn how to use taxonomy for content releases. First, you need to create a new taxonomy group with taxonomy terms and then apply it to your content. Finally, you will be able to use the taxonomy filter in the Content section to filter out all content relevant to a particular release.

Creating a taxonomy group for releases

To create a taxonomy group named Releases with taxonomy terms:

  1. From the app menu, choose Content models.
  2. Click the Taxonomy tab.
  3. Click Create new on the right to create a taxonomy group.
  4. Name the taxonomy group Releases.
  5. Click Create new Taxonomy term.
  6. Type a name for the taxonomy term. An option is to use publishing date followed by a short description of release context. (for example 04-15-2018 – Pricing update)
  7. Click Save to save your taxonomy term.
  8. Repeat the last three steps to create enough taxonomy terms, one for each of all the planned releases.
  9. (Optional) To organize the terms in a nested list, drag & drop them using the dots. Parent terms can represent years and their quarters.

You have created the Releases taxonomy group with the taxonomy terms representing individual releases. But the terms still need to be connected with content items.

Applying taxonomy to content

Note: The following steps may differ depending on whether you have already created your content types and content items or not. If you're just starting with the project, learn how to create a new content type and a content item first.

Applying taxonomy to content means that you tag content items with taxonomy terms. But to be able to do so, you need to add a Taxonomy element to a content type(s) on which the content items are based. Follow these steps:

  1. From the app menu, choose Content models.
  2. Open a relevant content type for editing.
  3. Insert a Taxonomy element
  4. In the element choose the Releases taxonomy group.
    Note: To add more taxonomy groups to one content type insert more Taxonomy elements.
  5. Click Save changes.
  6. From the app menu, choose Content & Assets.
  7. Open a content item based the content type for editing.
  8. Find the element Releases and select the term representing a particular release. This will "tag" the content item with the taxonomy term.

You have applied the taxonomy group to the content type and tagged the content items with the taxonomy terms. So now you are able to use the Taxonomy filter in the content section.

Filtering content for release

To filter out content using a taxonomy group:

  1. Go to Content & Assets.
  2. In the Taxonomy filter settings choose a taxonomy term representing a desired release.

Later, when you are about to publish your work, filter out content items of required release and publish them all at once instead of searching and publishing them one by one.

You can use taxonomies similarly for grouping them into subprojects or in any other way that suits your needs.

What's next?

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