Creating Sub-Collections
1
Hover on Parent Collection
- Navigate to your desired parent Collection in the sidebar
- Hover over the Collection name to reveal action icons
2
Add Sub-Collection
- Click the + button
- Enter name and description in the modal
- Click
Creating a sub-Collection
Start with broad categories then create sub-Collections as insights emerge.
Need to reorganize? Learn how to move Collections
Need to reorganize? Learn how to move Collections
Creating Shared Collections
Moving Collections to Shared:
- Revokes personal-only access
- Cannot be undone without re-moving
Best Practices
Naming Conventions
Naming Conventions
Team Collections: Include quarter/year prefixes (e.g.,
Personal Collections: Use client/project names (e.g.,
2024-Q1-Metrics
)Personal Collections: Use client/project names (e.g.,
Acme-Campaign
)Ultimately, use names that can be understood clearly by you and your team.When to Share
When to Share