Creating and Editing Cards

Roles: Authors

Cards are the building blocks of knowledge in Guru. All of your team's content is stored in Cards; they are optimized for easy search and use by your team. Unlike long documents that make finding specific information difficult, Cards display bite-sized content, allowing you to perform one search and find the exact answer you're looking for.

How to Create a Card

  1. To create a Card, press the + button found in the extension and/or web app. (Click here to learn how to create Cards in Slack or here to learn how to create Cards directly on a Board in the web app).
  2. Add a title. A good Card title acts as a brief descriptor for the main content and reflects how your team would search for that content.
  3. Enter the content for the Card's body. Use the Markdown editor to style it, so it's even easier for your team to quickly scan and understand. Although there is no limit, we recommend that Cards remain less than 1,000 words in length, as brevity enables your team to digest information on the fly.
  4. If you would like to include an asset, you can upload or link any applicable file by dragging it onto the Card, or by using the file helper to browse for and insert your file. We recommend only linking to external assets - all process information should be stored directly in Guru, so your team can access it as an overlay of their work.
  5. When done with your content, click 'Next'.
  6. Select the Collection that correlates to the Card's content and the Groups that need to access it. You can only choose Collections in which you are an author.
    • The Collection determines who can access the content, and it provides information for your team on the type of content in the Card. For example, Cards containing Product FAQs should go into the Product FAQ Collection, where Sales and Support can access them.
  7. Choose the applicable Board(s) and Tag(s) for the Card. Boards allow you to maintain a visual organization of your content and offer a curated experience for your team.
  8. Determine the verifier and verification timeline (Growth & Pro Editions Only).
    • The verifier is the subject matter expert(s) responsible for keeping the content up to date and accurate. You can choose the Card's verifier from the Groups (and members of those Groups) that have Author status in the designated Collection.
    • The verification timeline determines how frequently you will be asked to update the content, and choosing the timeline on which that content typically goes stale allows your team to trust that the content is up to date.
  9. Select the Card's Privacy/Sharing setup. Sharing applies to any uploaded files and defines with whom your team can share it.
    • We recommend selecting "File Access" for Cards that host files you want to share with customers or other external entities. They won't be able to access the Card's body content without an authenticated team login, but they will be able to view hosted file links on the Cards.
    • 'Team' indicates that only your team can access the Card.
    • 'Just Me/Private' indicates that only those individuals explicitly shared on the Card can access it. Because they contain sensitive information, Private Cards cannot be added to Boards.
  10. Add any applicable Tags to the Card, keeping in mind Tags should help your team search for the content they need.
  11. Click 'Save'. Now your content is saved and your team can easily find and utilize the information. If you want to edit the Card later, just open it and click the pencil icon.

Please Note: 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.