Taxonomies are a way to group and organize posts across spaces by structured categories such as topics, product areas, or types.
Each taxonomy is made up of terms—the specific labels you assign to posts (for example, a “Platform” taxonomy might have terms like Web, iOS, Android).

• Staff can create, edit, and delete taxonomies and terms.

• Members can only select from the taxonomies and terms already available in the [form customization] of space

Add a new taxonomy

You can add a new taxonomy to workspace and assign it to 1 or multiple spaces.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. From the Taxonomy page, click Add taxonomy

3. Enter a name for your taxonomy and select any spaces that you want to add

4. Click Add taxonomy

Edit a taxonomy

Editing a taxonomy will update it on all posts where it’s used.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. From the Taxonomy page, click the name of the taxonomy that you want to edit

3. Modify the taxonomy information

4. Click Save

Delete a taxonomy

Deleting a taxonomy will not delete the posts that use it. However, all of its terms will also be deleted, and the taxonomy will be removed from any posts and spaces where it was applied.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. On a row of the taxonomy that you want to delete, click the [...] icon

3. Click Delete

4. In the confirmation popup, click Confirm

Add a new term

You can add a new term to a taxonomy.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. On a row of the taxonomy that you want to add a term, click the [...] icon 

3. Click Add term

4. Enter a name for your term

5. You can deselect any space that you want to add this term

6. Click Add term

Edit a term

Editing a term will update it on all posts where it’s used.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. From the Taxonomy page, click the name of the term that you want to edit

3. Modify the term information

4. Click Save

Delete a term

Deleting a term will not delete the posts that use it.

Steps

1. From your HappyIO workspace, go to Content > Taxonomy

2. On a row of the term that you want to delete, click the [...] icon

3. Click Delete

4. In the confirmation popup, click Confirm