โœจNew Playbook Featureโœจ

Wondering the best way to structure your content? Learn how to organize your Subjects with Collections!

Collections add a layer above Subjects, which helps you keep things neat and tidy.

๐Ÿค” Think of it like this: You have content thatโ€™s appropriate for the Company category, and content that's fit for the Policies category. The Processes category will hold everything else. In Processes, Collections will allow you to add your own categories to better structure your content. It's sort of like a folder for all of your Subjects. ๐Ÿ˜‰

๐Ÿ“ Please note: this feature only lives in Processes

๐ŸŽฅ Learn how to use Collections in the video below:

๐Ÿ‘‰ Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

To create a collection

  1. Navigate to the Processes category on the left

  2. Click the dropdown next to the Add Subject button

  3. Click Add Collection

  4. Add your new collection title

  5. Search and select the Subjects you want to be included in this collection

  6. Click Save

Once you click Save, you'll see your new collection with your selected Subjects inside of it! ๐ŸŽ‰

If you need to make changes later on, you can always add or move Subjects into different collections. See how here.

๐Ÿ”ฅ Tip: Subjects can only live in ONE collection, so create your collections with this in mind!

To delete a collection:

  1. Navigate to Processes

  2. Click the three dots on the collection you want to remove

  3. Click Delete

  4. Confirm changes

๐Ÿ“ Note: Deleting a collection does not delete the Subjects inside of it. The Subjects will still exist, they will just no longer be a part of a collection. Rather, they will live in the "Ungrouped" section at the bottom of your Processes page.

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