Getting Started with Category Tree

Getting Started with Category Tree

The Category Tree lets you organize any entity — equipment, fleets, personnel, or custom classifications — into a hierarchical structure. Think of it as a universal filing system that connects to your assets and custom forms.

Create Your First Node

1. Open Category Tree from the app menu.
2. Click Add Root Node to create a top-level branch (e.g., "Fleet" or "Team").
3. Give it a name, choose Branch (has children) or Leaf (end node), and optionally add an emoji icon and hex color.

Build the Tree

1. Open any existing node and click + Add Child to create sub-nodes.
2. Continue adding layers as deep as your classification needs.
3. Use the tree explorer on the dashboard to expand/collapse branches.

Node Types

• Branch — a container node; holds child nodes
• Leaf — an end node; represents a specific item (e.g., a single aircraft)

Item Types

Use the Item Type field to label what a node represents (e.g., "aircraft", "vehicle", "person"). This helps downstream apps (Fleet, Sensors) link nodes to the right records.