In Worklabs, you now can categorise all your channels efficiently. This guide will help you understand how to categorise channels (similar to Groups in Workplace by Meta) and manage them effectively.
Categorising Channels
Worklabs features two main tables for channel management:
Categories Table: This table lists all categories created by account holders who have access to this feature. You can create as many categories as needed for your business.
Channels Table: Displays all channels from the source system (Workplace by Meta), including details like name, categories assigned, members, last update date, and options to categorise each channel.
Creating a Category
Follow these steps to add a new category:
Click on the 'Add Category' button, located in the top right corner of the Categories table.
Enter the Name of the category (required).
Provide a Description for the category (optional).
Choose to either Create or Cancel the category.
Note: Creating a category is a prerequisite for assigning them to channels in Workplace by Meta.
Managing Channels
The Channels table allows you to:
View and Categorise Channels: See all channels from Workplace by Meta and assign them to categories.
Bulk Assignment: Assign multiple channels to one or more categories simultaneously.
Filter Channels: Use the filter option (top right corner of the Channels table) to narrow down which channels to include in the bulk assignment.
Filtering Options
To tailor your search for relevant channels in Worklabs, you need to set up filters based on existing channel properties in the source system. This process involves creating criteria through a combination of a profile field name, a specific filter, and a value. Channels that meet these criteria will appear in your search results. Additionally, you have the flexibility to establish multiple criteria, linked with 'or' clauses, enabling you to refine your search more precisely.
Below are the options available for channel properties and filters.
Channel properties:
Name
Members
Privacy
Last Updated (days ago)
Filters:
Starts With
Ends With
Contains
Equals
Does Not Start With
Does Not End With
Does Not Contain
Does Not Equal
Value:
The value for these rules can include any text, numbers, or symbols.
You can apply criteria using a single rule or combine multiple rules with 'or' clauses. Channels matching any of these criteria will be included in your filtered results.
Prerequisite for Advanced Insights Widgets
The effective categorisation of channels serves as a foundational step for enabling advanced functionalities in Worklabs, particularly for certain widgets in Insights. One such widget is "Channels, Grouped by Category, Sorted by Total Interactions". This widget leverages the categories and channels assigned by account holders to display essential interaction data, thereby enhancing the utility of categorised channels beyond mere organisation.
This widget showcases the following data points in a structured table format:
Channel Category: Lists the names of categorised channels.
Posts: Number of posts within each category.
Comments: Total comments across channels in the category.
Reactions: Sum of reactions (like likes and shares) in the category.
Total Interactions: An aggregate count of posts, comments, and reactions, offering a comprehensive measure of engagement.
Category Drill-Down Option: Allows users to delve deeper into each category for a detailed analysis of the individual channels, reflecting the above metrics.
This approach contrasts with the 'Insight Topics' feature, which categorises discussions and activities based on topic rules and keywords. While Insight Topics provides a granular view based on content, the new widget focuses on interaction metrics by categories, thereby offering a broader perspective on user engagement and activity patterns.
By categorising channels, users not only organise their workspace more effectively but also unlock powerful tools for data-driven insights, enhancing their understanding of workplace dynamics.