Strategy Guide: How To Move From Collections to Groups

Learn how to use groups to collect and share relevant content.

Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Your collections have migrated to the "Groups" page!

πŸ‘ˆ Click this arrow if you want the full backstory and reasons why we made this change πŸ“–. If not, read on below!

If you've used collections to gather related subjects together, you know what a great tool it's been.

That said, collections had several key limitations.

With collections:

πŸ˜• You could only "collect" process subjects (not company or policies).

πŸ˜• A subject could only be categorized in one collection at a time.

πŸ˜• Collections couldn't be assigned to people or groups.

Friend, it's time to move to something WAY more flexible: groups!

Groups allow you to do everything you love about collections but now give you new abilities that collections could only dream of.

With groups:

πŸ˜ƒ You can "group" relevant company, policy, and process content together.

πŸ˜ƒ A subject can exist in multiple groups at a time.

πŸ˜ƒ Curated content groups can be shared with relevant team members.

Bottom line: Groups are the way forward. RIP Collections πŸͺ¦

Step 1: Confirm that all your collections have been migrated.

Head over to the "Groups" page. From there, click the "Other" tab at the top of the screen. You should see all of your old collections reborn as beautiful, flexible groups!

☝️ IMPORTANT - We classified them under the "Other" group type so they would be easy to find after the migration. You're welcome!

Click the title of any group, then click "Content," and you'll see all the subjects associated with the group (aka β€” the same ones from the original collection.) 🀩

Step 2: Reclassify your new groups (if needed.)

What if "Other" isn't the right group type? No problem! You can easily switch the type to role, team, department, or location by clicking the three-dot menu next to a group and then again next to the group title.

Step 3: Take advantage of everything groups has to offer!

For example...

  • Want to add "company" or "policy" content to one of your groups? Go for it!

  • Have a subject that needs to be included in more than one group? Do it!

  • Want to assign a whole group of content to one or more team members? Have at it!

You can do all of the above (and more) with groups! Learn more about groups by clicking here.

πŸ“ Please note: If you already had a group with the same title as one of your newly migrated collections, it will look like a duplicate on your "All" groups page. If this is the case, determine if you need them both.

  • If you do, consider renaming one of them to avoid confusion by clicking the three-dot menu and clicking "Edit." Then, adjust the title as desired.

  • If you don't, delete the one you no longer need by clicking the three-dot menu and hitting the "Delete" option.

View groups on the content page:

You can see your former "Collections" groups easily on the content page. Just change the view to "Others" and you'll see your old collections pretty much the same way you did before (with the exception of any groups you switched the group "type" on.)

Need some extra help?

Email or press on the bubble on the bottom right-hand corner of the screen to start a chat β†˜οΈ

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