Skip to main content

​
Creating Sub-Collections

1

Hover on Parent Collection

  1. Navigate to your desired parent Collection in the sidebar
  2. Hover over the Collection name to reveal action icons
2

Add Sub-Collection

  1. Click the + button
  2. Enter name and description in the modal
  3. Click Create Collection

Creating a sub-Collection

Start with broad categories then create sub-Collections as insights emerge.
Need to reorganize? Learn how to move Collections

​
Creating Shared Collections

  • New Shared Collection
  • Convert Personal to Shared
1

Navigate to Shared Section

  1. Locate Shared Collections in sidebar
  2. Click the + button
2

Configure Settings

  1. Name with team convention (e.g., Q3-Analysis)
  2. Add description for context
  3. Click Create

Creating new shared Collection

Moving Collections to Shared:
  • Revokes personal-only access
  • Cannot be undone without re-moving

​
Best Practices

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 multiple stakeholders need analysis access
  • For ongoing projects requiring updates
  • When cross-team collaboration is essential

​
Next Steps

Organize Collections

Learn to rename, move, and structure your Collections

Invite Team Members

Configure access controls for shared Collections