Creating & organizing your playbook content
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      Move a Subject, Topic, or Test

      Learn how to easily relocate your subjects to new categories and your topics and tests into new subjects.

      Looking for a way to move a topic or test to another subject quickly? Or maybe you need to move your subject(s) into a new category? Simply follow the steps outlined below to learn how to do this.

      📝 Please note: Only Admin and Billing Admin permissions can perform this action.

      To move a subject to a different category:

      1. Navigate to the "Content" page from the left-hand menu.

      2. Locate your subject from within the tab where it currently "lives" — Company, Policies, or Processes.

      3. Click the three dots to the right of your subject title.

      4. Select "Move to" from the drop-down menu options.

      5. Pick the new category you want your subject to live under.

      6. Click the "Move" button to finalize the change.

      To move a topic or test to another subject (other categories):

      The following instructions work best if you need to move a topic or test to a completely different subject in a different category.

      1. Navigate to the "Content" page from the left-hand menu.

      2. Locate and expand your subject's content from within the tab where it currently "lives" — Company, Policies, or Processes.

      3. Click the three dots to the right of a topic or test title within that subject.

      4. Click "Move" from the menu options.

      5. Select the new subject you want your topic or test to be nestled under.

      6. Click the "Move" button to finalize the change.

      📝 Note: Topics and tests can only be moved at the topic or test level, subject to subject. If you are trying to update your topic to become a subject, for example, you must first create a brand new subject and then manually copy over all the content from the previous topic into the hierarchy of that newly created subject.

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