📘 Best Practices: Creating Cards

👥

Access Required

To create and/or edit Cards, you must be an Author or Collection Owner in the Collection that houses the Card.

Prioritize high-value content

Start with knowledge that your team uses regularly:

• Product FAQs
• Sales assets
• Competitive intelligence
• Troubleshooting guides
• Internal processes

Involve subject matter experts and use tools like content migration and Assist.

Optimize for search

Use clear, searchable titles that reflect how users would look for information.

Avoid duplicates

Each Card should cover a single concept or answer. Instead of duplicating, reuse Cards by:

• Placing them in multiple folders within the same Collection
• Using Card links

Keep Cards concise

Cards are more effective when under 1,000 words. Break long content into multiple Cards if needed.

Use folders for organization

Organize Cards with folders.
Folders can be nested up to three levels deep and updated anytime.

👀

Want a closer look at some key Guru features and best practices?

Check out our events page for demos, workshops, new release roundups, Getting Started bootcamp, guest panelists and more! For upcoming live events and a series of past recordings: Click here to register