The Card Manager allows you to slice and dice your team's content, so you can concretely assess and understand all content in your knowledge base. Filtering provides insight into every Card attribute including popularity, trust status, Author, times copied, and much more. With this level of insight, you can share feedback with subject matter experts that will help them update existing and create new assets in order to help the team develop stronger internal communications or close support tickets and sales deals faster.


❗Important

You must be an Author or Collection Owner to view the Card Manager.


Evaluating Cards in the Card Manager

1. Navigate to Card Manager in the Guru web app.

2. Determine how you would like to filter your Cards. You can do this by any of the Card attributes (e.g. number of views, Verifier) individually or by a combination of the Card attributes you would like to filter.

3. Select your filters from the Filter by Attributes column, on the right side of the Card Manager.

  • Example - To see popular Cards you verify, choose 'Times Viewed' and enter a number to represent a high number of views (dependent on your team size and content— 50+ is generally appropriate). You would also choose 'Verifier' and select your name. These two filters will update the Card Manager to display the Cards you verify that have more than 50 views. You can also save this filter to be used by any member of your Guru team. See below to read how to create a saved filter that you can continually reference.

4. Analyze the information. Evaluate what can be done to improve your team's experience based on the information displayed.

  • Example - If a Card has been viewed 50+ times and is Untrusted, make sure it's up to date so that your team's most-used information is accurate. Additionally, any content that is used frequently should be revised to ensure it's providing the maximum utility to your team.

5. Continue filtering and assessing content to gain an even fuller understanding of your team's knowledge. The Card Manager provides insight into not just your content, but the content of all authors, so use it to gain a holistic view of your knowledge.

How to Create, Access, and Delete a Saved Filter in Card Manager

Create a Card Manager filter

1. Choose one or more attributes that you would like to use for the saved filter.


✍️ Note

If you want Collection to be part of your Saved Filter, you must choose an additional attribute.


2. Once you've selected the attributes, scroll down on the right-side attribute bar to the Save Filter button. Click this, and then name your filter in the Custom Filter Name box. The filter attributes will be listed underneath this box.

3. Save your filter!

Access your saved Card Manager filters

1. In the top right-hand corner of Card Manager, click the bookmark icon.

2. Select your saved filter to view the applicable Cards!

Delete a saved Card Manager filter

  1. In the top right-hand corner of Card Manager, click the bookmark icon.

  2. Hover over the saved filter you'd like to delete.

  3. Click the trash icon and confirm the deletion on the pop-up window.


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