Taxonomies are the lists you use to group content: categories for tasks, news types for news, event types for events and so on. Adding the terms is the last step of first-time setup. Each list appears in the admin menu under the content it belongs to, once that module is switched on under Options, Modules. On each screen, type a name, choose a parent if the list allows one, and select Add New. Only administrators can add, rename or delete terms in any of these lists. Everyone else chooses from the existing terms when they edit content.
Categories, for tasks and guides
Go to Tasks, then Categories. These are WordPress’s built-in categories, used to group tasks and guides on the How do I? page and to give each category its own listing page and colour. They can have sub-categories. Only administrators can add, rename or delete them, including from the Categories box on the editing screen; every other role, custom roles included, picks from the existing list. See Categories and Change category colours.
Tags, across most content
Go to Tags under any of the content types that use them: tasks, news, news updates, blog posts, events, projects, training, teams and vacancies all share one list, and tags can also be given to people on their profiles. Pages do not have tags unless a plugin adds them. Tags are flat: no parents. Only administrators can create tags; everyone else picks from a tick-list of existing tags when they edit content, so agree the tags you want before editors start. See Tags and Learn how tags work.
News types
Go to News, then News types. They group news stories, feed the News widget and give each type a listing page. They can have sub-types. See News types.
News update types
Go to News updates, then News update types. They group the short news updates and can have sub-types. See News update types.
Event types
Go to Events, then Event types. They group events and drive the filter buttons on the events page. They can have sub-types. See Event types.
Blog categories
Go to Blog posts, then Blog categories. Separate from task categories, so the two lists do not get mixed up. They can have sub-categories. See Blog categories.
Course types, for training
Go to Training, then Course types. They group training courses in the catalogue and can have sub-types. See Training category.
Award categories, for the wall
Go to the wall’s menu (named Wonderwall unless you have renamed it), then Award categories. They label wall entries, for example Thank you or Going the extra mile. Flat, no parents. See Award category.
A to Z letters
With the A to Z module on, A to Z letters appears under Pages, Tasks, Teams, Projects and Training; it is one list. Add each letter you want on the index, then tag content with a letter to put it in the A to Z. See Add an item to the A to Z index.
Grades, for people and vacancies
Go to Users, then Grades. Grades appear when the staff directory or the Vacancies module is on; if Vacancies is on, the list is under Vacancies instead (and it is always listed under Posts too, which you can ignore). They can have parents. People choose their grade on their profile and vacancies are labelled with one. See Grade.
Locations, for people
Go to Users, then Locations. Needs the Locations switch on the Options, Modules screen. Add sites as top-level terms and buildings as their children. People choose theirs on their profile and intraverts can be aimed at a location. Only administrators can manage this list. See Set up the staff directory.
News groups, for team news
With Team news pages on, go to Team news, then News groups. They group team news posts and can have parents.
Document types and Media A to Z, from the Media A to Z plugin
With the (Govintra) Media A to Z plugin active, the Media menu gains Document types and Media A to Z, and documents in the media library can also be given the task categories. Document types group files in the document finder; Media A to Z letters index them. See Enable the Document Finder and Media A to Z.
Once your lists are in place, start adding content. The reference page for every list is Taxonomies, and who may manage them is covered in Roles and capabilities.
