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Attaching a category to your opportunity will help your employees filter and select the right opportunity for them . in the marketplace. The category you create below can be found under Help Needed With in the Refine Search filters in the marketplace.
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What is a category? A category helps classify the type of opportunities available. For example, you can create a "outdoors" or an "animals" category. Employees will be able to filter opportunities by categories to find the most suitable and interesting opportunity for them. |
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Creating a category
Start at the
"Volunteering Events" homepage. The page should look similar to the first image below. Scroll to the right and click on "More", as seen in the second image.
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Click on "Categories". The following image will appear
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Go back to the Manage Volunteering page and a More button will be displayed at the end of each Event you have created. Click on the button and a drop down menu will display, select Categories.
Click on Add Category at the top of the page and you will see a new row
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appear.
Type the name of your category e.g Children, Animal, Pro Bono, Skilled, The Great outdoors
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.
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When you have added
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Save it
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a category remember to click Save!
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Just because you have created categories does not mean they are automatically attached to opportunities. Follow the below instructions to attach at category to an opportunity. |
2.Using a category
You have created a few categories and want to attach them to your opportunities.
In your "Volunteering Events" homepage screen, click on "Opportunities"
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Adding a category to your opportunities
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Go back to Manage Volunteering again, find and click the Opportunities button you would like to add categories you’ve just created.
After you have clicked on your Opportunities screen, you will see
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an empty field under the Category column. Click on the field on and a drop down menu will appear, select one of the categories
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and this opportunity will be labelled under this category.
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Select the category in which best describes your opportunity through the drop down menu
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Your employees will now be able to easily find this opportunity by filtering your volunteering marketplace by category
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The category can be flexible and suit your needs.
Version: 9 September 2020 |
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