Create categories of questions

Why card categories

In Q&As for longer or more complex documents there may be numerous datafields, as a result of which the Q&A can grow very long. The user, in turn, may get lost within the Q&A or struggle to find a question he or she is looking for.

To make the use of Q&As more convenient, Clause9 allows you to create card categories! They can be seen on top of the Q&A, enabling the user to quickly and easily find the question he was looking for under the tab. It also makes completing a questionnaire a more easily digestible experience for all users.

How to create a new category

You can create a new category following these steps:

Navigate to Cards pane and choose a card. Then, click

If no category has been assigned to the card, you will see that it is uncategorised. However, click at the right side of Category and choose “Edit categories” in the drop-down menu.

This opens a new window, where you can manage your categories and create a new category by clicking . When you have named the new category, click OK.

Now that you have created the desired category, navigate to the drop-down menu again through and . You will see your newly created category in the drop-down menu. You can add the card to the desired category by clicking its name in the same menu.

How to add a card to an existing category

You can add a card to an existing category by following these steps:

1. Choose a card and click

2. Click at the right side of Category.

3. Click the name of the desired category in the drop-down menu.

Once you have opened the Categories -window, you can create all the categories you need at once. Then, you only need to assign to each card the desired category through the drop-down menu, without the need to go back to the Categories -window every time.

Find more information about the cards-pane here.