Categories help users discover relevant projects by organising them by topic (tags) or location (regions). When you assign categories to projects, you make them more discoverable and create connections between related content.
Categories serve two key purposes:
They help participants find relevant consultations through search
They automatically link related projects together
Understanding Categories
There are two types of categories in Civio Engage:
Tags - Organise projects by topic (e.g., environment, transportation, parks)
Regions - Organise projects by geographic location
Both regions and tags can function as standalone pages accessible via navigation menus, or they can be added as content blocks within projects.
Category Use Cases
When a project is assigned to a category:
Users can search by category name to find all related projects
Users can follow categories to receive notifications about new or updated projects
Projects can display region blocks that link to other projects in the same area
For example, a user interested in environmental initiatives can search for "environment" and find all projects tagged with this category, or follow the category to receive updates.
Viewing All Categories
Navigate to Settings in the left-hand menu
Click Categories, then Region or Tag
This displays all available categories for your website
Adding a New Region or Tag
Navigate to Settings in the left-hand menu
Click Categories, then Region or Tag
Click +Add region or +Add tag
Complete the following fields:
Title - Name of your category
Summary - Brief description (appears in previews)
Body - Detailed description
URL slug - Automatically generated, but can be edited
Add a Primary image to make the category visually appealing
Click Add block to include additional content (optional)
Click Save when finished
Pro Tip
Create rich category pages by adding content blocks like projects lists, maps, or events. These make your category pages more informative and engaging for users.
Editing or Deleting a Region or Tag
Navigate to Settings in the left-hand menu
Click Categories, then Region or Tag
Locate and click on the category you want to modify
Make your changes and click Save, or click Delete to remove it
Note: Deleting a category cannot be undone. Before deleting, ensure the category is not being used by any active projects.
Using Categories in Projects
To assign categories to a project:
Edit your project
Scroll to Advanced settings
Under Categories, select relevant tags
Under Location details, select relevant regions
Save your changes
Adding Category Content Blocks
You can add category content blocks to:
Project pages - to show related regions or topics
Site pages - to create landing pages for specific regions or topics
To add a category content block:
Edit the page where you want to add the block
Click Add block
Select Regions or Tags from the dropdown
Configure the display options
Click Add and then Save
For more information about content blocks, see How to use content blocks and groups.