Creating Guru Cards

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Access Required

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

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Best Practices

For tips and tricks, see Best Practices: Cards

Creating a Guru Card

Try the interactive Card Creation Tour

1. Start a new Card

   • In the web app, click + Create a Card.
   • In the browser extension, click the ⨁ button.

2. Choose a format

   • Select Create a new Card or use a template.

3. Add Card content

   • Give the Card a title.
   • Write the body content.
   • Users on All-in-One and Enterprise plans can use Assist for AI writing support.

4. Share the draft (optional)

   • Click the Share Draft icon to invite collaborators.
   • To remove a contributor, hover over their name and click the minus icon.

5. Choose where to publish

   • Select a Collection (Author or Collection Owner access required).
   • Pick a Folder within that Collection.

6. Add tags (optional)

   • Helps users find the Card through search.

7. Set verification

   • Assign a Verifier.
   • Choose a Verification Interval.

8. Control access

   • Publish for specific users or all members.

9. Finalize

   • Click Next step or Request to publish (if workflows are enabled).
   • To discard, click ⋮ > Delete draft.
   • Click Publish Card to make it live.

Editing an Existing Card

1. Find the Card
   Search for the Card and click the Edit pencil icon.

2. Make edits
   Changes are auto-saved. Drafts remain private unless collaborators are added.

3. Add collaborators (optional)
   Click Share Draft and invite users with Author access.

4. Publish changes

   • Click Publish to apply edits.
   • Or click Request to publish to send for review.

5. Resolve comments
   Close all draft comments before publishing.

6. Manage verification

   • Verify unverified Cards if needed.
   • Adjust the verification interval for verified Cards.

7. Notify followers
   Notify followers about updates if desired.

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Tip

All drafts are saved automatically. Access them anytime via My Drafts.

Collaborating on a Draft Card

Multiple users can collaborate on a draft if they have Author or Collection Owner access to the same Collection. Edits appear in real-time, similar to Google Docs.

1. Click Share Draft ("👤") in the top right.
2. Search for and add users or Groups.
3. Click Send Invite and optionally use Copy Draft Link to share.
4. Collaborators see live cursors and can leave comments.

Who can be added?

• New Cards: Any user with Author or Collection Owner access.
• Existing Cards: Users must have access to the Card's Collection.

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Note

If collaborators lack access to the publishing Collection, Guru will show a warning that access will be lost upon publishing.

Viewing a Card’s Edit History

1. Open the Card.
2. Click the ⋮ menu > Card details.

You’ll see:

• Created by: Name and date.
• Last Verified by: Name and date.
• Revision History:
  • Click Compare to: Current Version or Compare to: Revision #.
  • Green = additions, Red = deletions.
• Linked Cards: View other Cards linking to this one via Guru Card linking.

Click Back to Card to return.

Frequently Asked Questions about Publishing Cards

How can I perform a bulk update or find and replace?

• Use exact match search with quotes in the web app.
• Export Cards using Card Manager to search for keywords in a CSV.
• For large-scale edits, use this Google Sheet for find and replace using Guru’s API.

Does Guru have spell check?
Yes. Use Assist, your browser’s built-in spellchecker, or the Grammarly extension.

What happens if someone publishes a shared draft?
When one user publishes a shared draft:

• Other collaborators are prompted to exit or edit the live version.
• All draft comments are deleted upon publishing.