Creating and Editing Cards

Roles: Collection Owners, Authors


Cards are the fundamental, bite-sized units of knowledge in Guru ⚡️

All of your team's content is stored in Cards across Collections in Guru. Unlike long documents, Cards are optimized to make knowledge easy to search and quickly accessible for your team when they need it.

Table of Contents

How to Create a Card in the Guru Web App and Guru Extension

  1. Click the "+" button found at the top of the Guru Web App or Guru Extension

  2. Select 'Create a New Cards' OR pick Template Card your team has created.

Creating_New_Card.png

  1. Add a Card Title.

  2. Create and format Card content, then click Next.

NOTE ⚠️

You can only choose Collections in which you are an Author.

  1. Optional) Pick a Board for this Card to live.

  2. (Optional) Assign applicable Tags that will help users surface this Card.

Creating_Card.png

  1. Determine the verifier and verification timeline, then click Next.

TIP 💡

The Verifier is responsible for keeping the content up-to-date and accurate, and the the Verification Timeline is is set to remind the Verifier to periodically ensure the Card's knowledge stays current over time.
  1. Set the Card's Privacy & Sharing Settings and File Access Controls, depending on who you want to access this Card's knowledge and assets:

Who Can Access This Knowledge?
Your Guru Team 🧠Only users who have Collection or Board-level access.
Specific Users 🌟Only those individuals explicitly shared on the Card can access it.

NOTE: When you grant Card access to specific users, Cards will appear under Cards not on a Board since not all users will have access to the Card within the Collection.
Public 🌎No sign-in required! Anyone with the Card link can view this entire Card (including images and files) outside of your Guru Team. Learn more about Public Cards,
TIP 💡

If your Card has any images or files your team would like to share externally, Guru recommends ☑️checking the File Sharing checkbox under Your Guru Team access.

File_Sharing.png

  1. Click Save. Now the knowledge in this Guru Card you need to do your job will find you when you need it 🎉


Editing and Saving Cards

  • To edit your Card, search the Card in Guru and click the 'pencil icon' to open up the Card Editor.

  • When you are finished editing your Card, you have the option to either Save or Save and Verify your Card.

    • After editing a Trusted Card, you can maintain the verification interval to its existing cycle by selecting Save. You can reset the interval cycle by selecting Save and Verify.

    • After editing an Untrusted Card, Guru provides the option to select Save. This will save changes to the Card without verifying it so it remains Untrusted. You can also select Save & Verify, which will save the changes and update the Card's status to Trusted.

FAQs

FAQ: Help! I exited out of my unsaved Card...Can I still recover it? 😱

If you exit the Card creation process at any time before clicking Save, you can still access a recovered version from when it last autosaved. Learn more about recovering your work here.


FAQ: Can I create Guru Cards in Slack?

In order to start creating Guru Cards in Slack:

  1. Install the Guru app for Slack by following the instructions here.

  2. Check out this Help Center article to learn how tocreate Cards in Slack


FAQ: How can I archive and delete Card?

To archive or delete a Card, please refer to the instructions found in the Help Center here.


FAQ: I created a Card, what's next?! 😄 You may be interested in:


Still need help? We're here for you! 🤓

If you have any questions about Guru, please contact Guru Support by clicking "Chat with Us!" under 'Team Settings' in Guru or by sending an email to support@getguru.com 🧠