Managing your Categories

Now that you have created your event and added opportunities to it, you can attach categories to your opportunities. 

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.

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.  

Creating a category 

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 appear.

Type the name of your category e.g Children, Animal, Pro Bono, Skilled, The Great outdoors.

When you have added a category remember to click Save!

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. 

Adding a category to your opportunities

 

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 an empty field under the Category column. Click on the field on and a drop down menu will appear, select one of the categories and this opportunity will be labelled under this category.

The category can be flexible and suit your needs.

Version: 9 September 2020

Version: 9 September 2020