(blue star) 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.

(blue star) 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.png

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

    Default Cards in Collection.png

Your organization may 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:

    Access Projects.png

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

    Select Solar Journeys Project.png

  3. The project cards will be displayed. To access the footer options, click the up arrow next to the card name. To close the footer options, click the down arrow:

    Footer Options.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.

  • Info button (circle with an 'i'):

    • View general information about the specific asset.

  • View Journey:

    • View the card content.

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

    Create New Collection.png

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

    Collection Title Descr Image.png

  • 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.

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:

    Menu Button - Create Collection.png

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

    Menu Button - Collection Title Descr Image.png

note

  • 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.

  • 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:

    Access Collections.png

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


Remove Content from a Collection

  1. Navigate to the content 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 Content from Collection.png

     

Audience

Public

Section

NimbleStory Basic

Status

Rough Draft

Applies to

NimbleStory 3.0 and higher

Next Review Date

Nov 2022