Filtering the list of Cards in Card Manager is another method used to assess and understand content in your team's knowledge base. Filtering gives you visibility into each Card attribute, such as popularity, trust status, Author, times copied, and more. These data points enable you to provide feedback to subject matter experts, helping them create and update assets to improve internal communications or expedite support tickets and sales deals.
❗Important
You must be an Author or Collection Owner to view the Card Manager. Card Manager will only show Cards from Collections you have permission to. Check here to see if you are a member of a Group with at least Author access to a Collection and contact your team's Admin to update your permissions.
Filtering Cards by attributes in the Card Manager
1. Navigate to Card Manager in the Guru web app.
2. Build a filtered view of all of the Cards you have permission to by checking the boxes next to the individual attributes you'd like to filter with from the Filter by Attributes column, located 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.
3. Analyze the list of resulting Cards.
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.
4. Continue layering additional filters (where appropriate) and assessing Card content to gain an even fuller understanding of your team's knowledge base.
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 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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