Creating and Editing Content in the Knowledge Portal

How to create and edit collections, topics, subtopics, and tasks in Ninety's Knowledge Portal.

Written by Tommy Mains

Updated at April 15th, 2025

+ More

Table of Contents

Creating and Editing Collections Creating and Editing Content in Collections How to Edit Content in the Knowledge Portal Text Editor Options Frequently Asked Questions Can I upload files to the Knowledge Portal? Can I change the font in the Knowledge Portal? Can I access the Knowledge Portal during meetings?

Users with Manager or higher permissions can create and edit content in the Knowledge Portal. To get started, click the Edit toggle on.

 

Creating and Editing Collections

Collections are the largest folder for organizing content in the Knowledge Portal. When creating a new collection, you can place it in one of the following specific categories:

  • Company — a category for company-specific information, such as policies, guidelines, and more. 
  • Process — a place to document your team's core processes.

The new collection will populate under All Categories if you do not select a category.

 

How to Create Collections

To create a new collection:

  1. Click Knowledge from the left navigation.
  2. Click Edit on the learn/edit toggle.
  3. Click Create Collection.
  4. Click Edit Collection image to choose a banner image.
  5. (Optional) Click the Process or Company tab.
  6. Write a name for the collection.
  7. (Optional) Write a brief description.
  8. Click Create Collection.
 
 

Editing Collection Details

After creating a collection, you can still revise it's image, category, name, and description.

To edit a collection's details:

  1. Click Knowledge from the left navigation.
  2. Click Edit on the learn/edit toggle.
  3. Hover your cursor over a one of your collections.
  4. Click the ellipsis on the top right of the collection's card.
  5. Click Edit details from the dropdown.

 

You cannot edit details of collections provided by Ninety.

 
 
 

 

Creating and Editing Content in Collections

The majority of your Knowledge Portal content exists within collections. While in Edit mode, click on any of your collections to view its topics. Each topic has its own page for documentation and can also include subtopics with their own pages. Subtopics can be further differentiated with tasks.

Click through the tabs below to learn how to create topics, subtopics, and tasks in the Knowledge Portal.

How to Create Topics

To create a new topic in an existing collection:

  1. Click Knowledge from the left navigation.
  2. Click the Edit side of the toggle on the top-right corner of the page.
  3. Click on an existing collection to house the topic.
  4. Click Add Topic.
  5. Name the topic.
  6. (Optional) Write a description.
  7. Click the Add Topic button.
 
 

How to Create Subtopics

To create a new subtopic in an existing topic:

  1. Click on an existing topic in edit mode.
  2. Click add new subtopic on the left side of the screen.
  3. Name the subtopic.
  4. Press enter or click the checkmark.
 
 

How to Create Tasks

To create a new task in an existing subtopic:

  1. Click on an existing topic in edit mode.
  2. Hover over one of the topic's subtopics.
  3. Click the plus sign ().
  4. Name the task.
  5. Press enter or click the checkmark.
 
 

 

How to Edit Content in the Knowledge Portal

To edit the content in a topic, subtopic, or task in the Knowledge Portal:

  1. Navigate to the item; this may involve clicking into a collection from the Knowledge Portal home page and then clicking one of the collection's topics to see its subtopics and tasks.
  2. Click the Edit side of the toggle on the top-right corner of the page (steps 1 and 2 are interchangeable).
  3. Use the text editor to add new or edit existing content.

All content adjustments are autosaved in the Knowledge Portal.

 

Text Editor Options

You can use the text editor in the Knowledge Portal to perfrom any of the following:

  • Write content
  • Paste content from Microsoft Word, Google Docs, or other word processors
  • Paste content from HTML sources
  • Upload images or other files
  • Embed media files via URLs
  • Hyperlink text to a URL
  • Undo/redo actions
  • Change font styles, font size, and text colors
  • Add common word processing styles like bold, italics, and underline
  • Create bullet points or numbered lists
  • Align text (left, right, center, or justified)
  • Create tables
  • Duplicate style with the format painter
 
 

 

Frequently Asked Questions

Can I upload files to the Knowledge Portal?

Yes, you can upload files to the Knowledge Portal on a topic's, subtopic's, or task's page. 

To upload a file to the Knowledge Portal: 

  1. Open a topic, subtopic, or task in edit mode.
  2. Click upload button at the top of the editor ().
  3. Drop you file into the rectangle of click it.

 

You can upload the following file types:

  • PDF
  • Doc/Docx
  • PPT/PPTX
  • TXT
  • JPG/JPEG
  • PNG

 

You can also embed (via a URL) a number of different file types, including:

  • Google Sheets
  • Google Docs
  • HTML
  • Weblinks (URLs)
  • YouTube videos

To embed a file to the Knowledge Portal:

  1. Open a topic, subtopic, or task in edit mode.
  2. Click the embed button at the top of the editor.
  3. Enter the file's shareable URL.
  4. Click Insert.
 
 

Can I change the font in the Knowledge Portal?

Yes, you can change the font in the Knowledge Portal. The default font is Poppins. While you cannot change the default font, you can change the font for content on a topic's, subtopic's, or task's page.

To change the font in the Knowledge Portal:

  1. Open a topic, subtopic, or task in edit mode.
  2. Click the “More Text” icon at the top of the editor ().
  3. Click the font dropdown (it may currently say “Poppins”).
  4. Select a new font from the dropdown.
 
 

Can I access the Knowledge Portal during meetings?

You cannot directly open the Knowledge Portal while facilitating a meeting in Ninety. However, you can open another tab in your browser and open the Knowledge Portal in that tab to access content while a meeting is in progress.

 
 

 

knowledge management thrive knowledge content create content

Related Articles