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  2. Creating & organizing your playbook content

Filter Subjects on Company, Policies, & Processes Pages

Learn how to filter subjects by groups, owner, content access, and more.

Instead of manually scrolling through your long list of content, filters allow you to quickly narrow down your search based on specific criteria. This ensures you'll find the relevant information you need fast, allowing you to focus on more important tasks.

Records Research GIF by US National Archives

👉 Before you start:


 

To learn how to filter subjects:
  1. Navigate to the Content library and press the tab for Company, Policies, or Processes where the existing subject lives.

  2. Click the "Filters" button on the right-hand side of the screen.

  3. Choose your preferred filter(s).

  4. Hit "Apply" to apply the changes to your page.

     

 


 

To learn more about the filter types:

1️⃣ Groups

Search content by group type.

2️⃣ Owner

Search content by the subject owner.

3️⃣ My Access

Narrow down the training listed dependent on your permission level on them; view, edit, manage, or owner abilities.

4️⃣ Status

Search content by published, unpublished, or all statuses.

5️⃣ Type

Search content by reference, favorites, and archived.

6️⃣ General access

Narrow down the training listed by how the level of team discoverability: request, discoverable, private, or all.

 

🔥 Tip: You can easily clear your selected filter(s) by clicking "Clear" at the bottom of the filters drop-down menu.


 

Learn more about navigating & organizing your content:
  • Use the search feature to find content under any page and filter those results.