Managing Categories

You can use the Organize pane and the Properties pane to create, rename, delete, and move your categories.

To Create and Manage Your Categories in the Organize Pane:

In the Organize pane, do one of the following:

  • To create a category, control-click and select New Category. Enter a name for the new category and press Enter.
  • To move a category, click and drag it to the new location.
  • To edit a category, control-click and select Edit Category. Edit the category's name.
  • To delete a category, control-click and select Delete.
  • To create a sub-category, select a top-level (or parent) category from the list. Control-click and select New Sub Category, and then enter a name for the sub category.
  • To expand all, right-click and select Expand All.
  • To collapse all, right-click and select Collapse All.
  • To filter the category list, type a filter into the search box.

Category Search Filter Options

Category searches can be filtered in two different ways: Starts with, and Show All Categories Inside Matches:

  • Starts with: Returns categories that start with the search term.
  • Show All Categories Inside Matches: Displays all subcategories of categories that match the search term.

Both filter options can be enabled at the same time, and multiple filters can be applied simultaneously.

To Create and Manage Your Categories in the Properties Pane:

In the Properties pane, do one of the following:

  • To create a category, click on the Category header then click the button and enter a name for the category.
  • To create a sub-category, select a top-level category from the list. Click the button, and then enter a name for the sub category.
  • To move a category, click and drag it to the new location.
  • To edit a category, double-click on a category's name and edit the name. Press Return to apply the change.
  • To delete a category, select it and click the button.
  • To expand all, right-click and select Expand All.
  • To collapse all, right-click and select Collapse All.

Creating Category Sets

You can create groups of related categories called category sets. You can streamline your workflow by dividing categories up into events or areas of interest.

To Create Category Sets:

  1. At the top of the Organize pane, in the Category Sets group, click the Categories setting button and choose New Category Set... from the drop-down menu.
  2. Enter your associated categories into the entry fields. For sub-categories, use the pipe key, such as A|B|C, or use the less than symbol, such as child<parent.
  3. Click the Save button.

To Assign Categories from Category Sets:

Select one or more files and click a button in the category set. The category will be assigned to the selected files. The button text color will change to indicate that the category is assigned to currently selected files, and will display in italics if assigned to only some (but not all) of the currently selected files.

To Manage Category Sets:

  • To switch between category sets, click the Categories setting button and select your desired category set from the drop-down menu.  
  • To edit the selected category set, click the Categories setting button and choose Edit "[your category set]".
  • To rename the selected category set, click the Categories setting button and choose Rename "[your category set]".
  • To delete the selected category set, click the Categories setting button and choose Delete "[your category set]".

See also: