Create and share organized project spaces to SmartChat™ with related content
Hover on Parent Collection
Add Sub-Collection
Creating a sub-Collection
Start with broad categories then create sub-Collections as insights emerge.
Need to reorganize? Learn how to move Collections
Moving Collections to Shared:
Naming Conventions
Team Collections: Include quarter/year prefixes (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
Learn to rename, move, and structure your Collections
Configure access controls for shared Collections