Organising content with categories
Categories are folders for your content library. They keep large libraries navigable and make it faster to build playlists.
These are content categories (folders for media) — not the same as device tags, which group screens (see Organising devices with tags).
Content categories
Working with categories
Create a category at the bottom of the left column: type a name (e.g. "Safety notices" or "Menus") in Create new category. The + at the end of the row turns into an → as soon as you type — click it, or press Enter, to create the category.
The Create new category row: + when empty, → once you type a name
Assign content to categories — at upload time or later. An item can be in more than one category.
View a category's items to see everything filed under it.
Delete a category when it's no longer needed (this removes the folder, not the content inside it).
Category actions (rename / delete/share)
The icons on a category row
Move the mouse over a category and three icons appear at the right of its row:
The three icons on a category row
Edit this category — opens the Change category window; see below.
Remove this category — delete the folder. The content filed in it is not deleted.
Share this category — give another impressBox user access to this category; see below.
The Change category window
The pencil opens a window with everything the category itself has:
The Change category window
NAME — what the category is called in the list. This is what you change when you just want to rename it.
SLUG — the short name used in addresses. Leave it blank and impressBox generates one from the name; there is normally no reason to touch it.
POSITION and RELATIVE TO — where the category sits in the list. Choose the position, and in RELATIVE TO the category it is placed against. Leave RELATIVE TO as -- root -- to keep the category at the top level.
Click Submit to save, or Close to leave without changing anything.
Removing a category
The trash icon removes the category. impressBox asks you to confirm first — nothing is deleted until you agree. Removing a category deletes only the folder: the content that was filed in it stays in your library and in any other categories it belongs to. If you had shared the category, removing it also ends your colleagues' access to it.
Sharing a category with another user
The share icon doesn't publish anything and doesn't create a public link. It gives another impressBox user access to your category.
Hover over the category and click the share icon.
Type the user name of the person you want to share with.
Choose what they may do:
Allow to view category — they can see the category and use its content in their own playlists, but not change it.
Allow to view and change category — they can edit what's in it as well.
Click Share category.
The share dialog: a user name, and the two levels of access
Only one level applies at a time, and view is chosen by default. This is how a central team keeps a category of approved material and shares it read-only with colleagues — they can use it, but not alter or delete it.
AI category suggestions
If you are not sure where something belongs, ask impressBox in the chat — e.g. "which category should this go in?" It suggests up to three of your own categories, ranked, each with a short reason why it fits. If none of them do, it says so and suggests creating a new one.
Nothing is filed automatically. A suggestion is a proposal — you decide.
It can only suggest categories you already have, so a tidy, consistent naming scheme gets better results.
Suggestions come from the analysis impressBox makes of your content shortly after it is added, so give it a moment after uploading. See AI helpers for content for what that analysis covers.
Good practices
Decide a simple scheme up front (by purpose, by client, or by campaign) and stick to it.
Keep names short and consistent.
Combine categories with date restrictions for time-bound campaigns.