Geedesk Knowledge Base

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====== Department Category ======

===== What is Category & How to create it =====

**Create Category**

  * The category is the part of GEEDESK that decides for which user the ticket is to be assigned.
  * After creating the user, the user should be mapped in the particular department and category, then only will tickets be assigned to the particular user.

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The below image is the overview of the category page from where creating and managing multiple categories in Geedesk is possible.

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==== 1. Bulk import category ====

  * This option is to import a Bulk of **Categories**. To do that first you have to make an **excel sheet** of all Categories with a File format –

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  * Download that page in (**CSV Comma Separated Value**) 
  * Go to **Admin -> Categories -> Bulk import Categories** -> Choose file -> Select the downloaded **CSV** sheet of **Department Categories** and **click Import**.

=== 2. Add Department Category: ===

This option is used for creating **Individual Categories** one by one in Geedesk

== How to create Category in Geedesk manually: ==

  * To create a **Category** Click **Admin → Department Categories →  Add Category** the second option in the blue box on the top right side of the page 
  *  After selecting Create Category you will find this page fill in the name field and click  
  * **Save**.

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== 3. Category Search ==

  * This list is where all the Categories created are displayed.

== 4. Update ==

  * This option allows the user to make any changes to the name of the **Category** and if necessary to change the department.
  * To make an update Click **Admin →  Category →  Update** →  make the necessary change →  **Save Changes**.

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=== 5. Add Room ===

This option is to add the rooms in the categories for creating the ticket for the particular room.

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== 6. Add Users ==

  * This option is used to map the respective users (the ticket whom to be assigned) in the respective categories.
  * To map the users in the respective categories click **Admin →  categories →  Add Users** →  click and drag the user from the **Non-Added Users** list to the **Added User** list.

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== 7. Delete Categories ==

  * This option is used to delete any unnecessary categories.
  * To delete a category, the users and rooms in the category have to unmap first from the respective category first.