How to Manage Your Categories

When you’re sourcing hundreds of products for your projects, the Library makes it easy for you to quickly pull in the information you need and save it for future use. By applying categories to your items, you can easily organize your library and find what you need for your next project. Let's take a look at how categories can be useful across various tools:

Use Categories to Find Items

When adding items from My Items within tools across Houzz Pro, you can use the categories filter to narrow down results to quickly locate the items you're looking for — this can save you from endless scrolling.

Use Categories to Organize Documents

When creating financial documents, you have the option to organize items multiple ways, including by category. This can help both visually and financially, allowing you to quickly see totals by category and easily find items in longer documents.

Access Categories Page

To access and manage your categories, click the Company icon in the left navigation then open the Categories page found under the Business Overview section. From here you can view, create, edit and archive categories. Use the search bar and View dropdown at the top to quickly find specific categories.

Create New Category

You can create a new category from multiple places across Houzz Pro, including the Categories page, My Items page and financial documents.

From Categories Page

To create a new category in the Categories page, click Create New at the top right of the page, or use the field at the bottom of the page to type a new category and click Add.

From My Items Page

To create a new category directly from your My Items page, click in the Category column on a line item to open the dropdown. Type the new category you wish to add and click “Create New Category”. The new category will be added and assigned to the item. You can view and edit the category in the Categories page.

From a Financial Document

To create a new category from a financial document, like an estimate, proposal, or invoice, click Add Category at the top of the items section. A new category section will appear where you can type in the desired category name and click Create New Category. You can view and edit the category in the Categories page.

Edit Categories

You can edit a category on the Categories page by clicking directly on a category name and typing your changes, or by opening the three dots menu to the far right of a category and selecting Edit to open the editor.

Archive Categories

To archive a category, click the three dots to the far right of a category then select Archive. You will be asked to confirm the archive action.

To archive multiple categories at once, select the checkmarks to the left of the desired categories, then click Archive at the top of the list. You will be asked to confirm the archive action.

You can view your archived categories by using the View filter at the top of the page and selecting Archived. To unarchive a category, click the three dots menu and select Unarchive to restore the category.

Assign Category to Item

You can quickly assign or edit an item’s category directly from the My Items page. To do so, click in the Category column on a line item to open the dropdown. Select the correct category, or type in a new one and click “Create New Category”.

To update the category on multiple items at once, select the relevant items using the checkbox to the left of each one, then click Assign to Category at the top of the page. Choose the correct category in the modal and click Save.