Learn how to organize your subjects with collections!

Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

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.

πŸ€” Think of it like this: You have content that’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. πŸ˜‰

πŸ“ Please note: this feature only lives in Processes

πŸŽ₯ Learn how to use Collections in the video below:

πŸ‘‰ 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 "Create Collection".

  3. Add your new collection title.

  4. Search and select the subjects you want to be included in this collection.

  5. Click "Save."

Once you click "Save", you'll see your new collection with your selected subjects inside of it! πŸŽ‰

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

πŸ”₯ 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.

πŸ“ Please 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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