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📔 Overview

Collections are a set of pre-assembled system level filters designed for quick content viewing and examination. This article provides guidance on accessing and creating your own personal collections.

\uD83D\uDCD8 Instructions

Follow the step-by-step instructions below to manage and view collections.

Access Collections

  1. Access the Collections Home Page by clicking on the Collections icon on the left side primary navigation bar:

    Access Collections - 1.jpg

  2. Click on the card that you want to view the collection information on:

    Access Collections - 2.png

Every organization will have three default types of collections:

  • All Content:

    • All content that you have access to within the context of your projects.

  • Recently Updated:

    • Content recently updated within the last 30 days across any projects in an organization.

  • Interactive Content:

    • Interactive assets or portfolio content that may have been added within a project.

Create Your Own Personal Collection (via Organization)

  1. On the left side primary navigation bar, click on the Projects icon:

    Create Own Collection - 1.png

  2. Click on your organization (Example: Solar Journeys):

    Create Own Collection - 2.png

  3. Cards related to the organization will display with options in the footer:

    Create Own Collection -3.png

Footer options:

  • Pin:

    • Pin the content that you want.

    • To be able to pin to a collection, the collection must currently exist.

  • Star:

    • Add to an existing collection or create a new collection.

  • Pencil:

    • Edit an asset (access depends on your permissions).

  • Info button (circle with an 'i'):

    • View general information about the specific asset.

  1. Click on the Star icon to create a new personalized collection, then click on + Create New Collection and then on Close:

    Create Own Collection - 4.png

  2. Fill in the Title, Description, and Cover Image fields, then click on Save:

    Create Own Collection - 5.png

    1. After the new collection is created, the newly added content will be automatically pinned to it and the Star icon will be filled in.

You can continue to add multiple collections by clicking on + Create New Collection. Each new personalized collection will be automatically check-marked and added by default, but can be removed by unchecking the box.

Create Your Own Personal Collection (via Menu)

  1. On the left side primary navigation bar, click on the Collections icon, then on the upper right side, click on the Menu button and select Create Collection:

    Create Own Collection via Menu - 1.png

  1. Fill in the Title, Description, and Cover Image fields, and click on Save:

    Create Own Collection via Menu - 2.png

Personalized collections will be persistent regardless of what organization you are in. For multi-organization environments, any content you add to a personal collection will be accessible to you across all projects and organizations, regardless of which organization you are in.

View Your Personal Collections

  1. To view your personalized collections, click on the Collections icon on the left side primary navigation bar:

    View Personal Collection - 1.png

  2. Your personalized collections will appear alongside the default collections (All Content, Recently Updated, and Interactive Content).

Remove a Card from a Collection

  1. Navigate to the card you want to remove from a collection.

  2. Hover over the card and click the filled in star to unstar it. When the notification appears, click on Remove:

    Remove Card - 2.png

     

Audience

Public

Section

NimbleStory Basic

Status

Rough Draft

Applies to

NimbleStory 3.0 and higher

Next Review Date

Nov 2022

Version Date Comment
Current Version (v. 1) Jun 05, 2024 22:07 Loan Phan-Franco
v. 6 Aug 09, 2024 18:24 Loan Phan-Franco
v. 5 Jul 17, 2024 22:40 Loan Phan-Franco
v. 4 Jun 23, 2024 21:07 Lauren Bruns
v. 3 Jun 13, 2024 18:42 Lauren Bruns
v. 2 Jun 06, 2024 23:58 Loan Phan-Franco
v. 1 Jun 05, 2024 22:07 Loan Phan-Franco

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