Coaching and Managing a Team with Card Manager Insights: Best Practices

Roles: Authors

Filtering in the Card Manager allows you to drill down into your Cards based on all of their attributes, so you can understand what is going on throughout the knowledge base. With this understanding you can improve team content, encourage verifiers, and gain greater insight into your team's needs and usage.

Coaching the Team

  • You can understand all of the Questions that are not answered and all of the untrusted Content (regardless of whether or not it was assigned to you) through Card Manager's Open Questions tab and pre-saved filter "Untrusted." With this insight you can encourage verifiers to answer questions and verify their Cards. Additionally, Card Manager also displays the number of views on a Card so you can focus efforts on the most popular Cards.

  • Filtering for Cards with a high number of views also allows you to understand what content is the most popular, so that you can ensure that it is getting requisite attention. For example, FAQs that are very popular could be published on the website and frequently used assets could be further built out to ensure that your most popular content is being utilized as the team needs it.

  • Drilling down for Cards not viewed in the past 90 days shows content that is not being utilized; the verifiers can work to inform the team on the importance of an asset or archive it so time isn't spent keeping it up to date.