What’s the best way to organize templates using Category Groups, Categories, and Subcategories?

Best Practice:

Category Groups: Use these as your top-level structure. Ideal for separating broad areas like Marketing Materials, Branding, Social Media, or Print vs Digital, etc. 

Categories: Nested inside Category Groups. Use them to organize by content type or purpose, such as Flyers, Business Cards, or Postcards.

Subcategories: Optional but helpful to navigate templates within a category for further organization. Great for filtering by seasons, campaigns, or listing types (e.g., Luxury, Rentals, Fall Campaign).

Pro Tip: Think from the user’s perspective — fewer clicks and clear labeling mean better adoption.