How to Navigate Ninety's Knowledge Tool

The Knowledge Portal is organized into five levels: Library, Category, Collection, Topic, Subtopic, and Task. What you see and what you can do at each level depends on whether you're in Learn Mode or Edit Mode. This article walks through each level so you know exactly what to expect.

For a full overview of the Knowledge Portal, its features, and plan requirements, see Introduction to the Knowledge Portal.

To access the Knowledge Portal, click Knowledge from the left navigation.

Learn mode

Learn mode is the default view when you open the Knowledge Portal. It is available to all users on all plans.

Library

The Library is the Knowledge Portal's home page. It displays every collection available to you, organized into three categories:

• 90 Resources: Helpful content provided by Ninety, including the Ninety Learning Hub and the EOS Toolbox™.
• Company: Company-specific content such as policies, guidelines, and onboarding materials.
• Process: Your organization's core processes and SOPs.
   

By default, the Library displays all collections across every category. Click one of the three category labels to filter the view, or use the search bar to find a specific collection by name.

Category

Each category page lists the collections within it, whether created by Ninety, by your organization's Coach, or by a leader in your company. Click any collection tile to open it.

Collection

A collection page shows all of the topics inside that collection. In Learn Mode, each topic's circular icon shows your personal progress: the border fills in as you mark subtopics and tasks complete. Click any topic to open it.

Topic

Opening a topic takes you to a fullscreen view. Ninety's left navigation is hidden so the content is easier to read. The topic's subtopics and tasks are listed on the left side of the screen. If a subtopic has tasks, a caret icon appears next to it; click the caret to expand the list.

You can see when the topic was last updated at the bottom of the content area.

To mark the topic as complete, mark each of its subtopics (and their tasks) complete individually. The topic's progress icon on the collection page updates automatically.

Subtopic

Click a subtopic to open its page. Subtopics can contain as much content as the topic they belong to, including full text, images, embedded media, and file attachments. Mark the subtopic complete using the checkbox when you're done.

Task

To open a task, click the caret next to a subtopic to expand its task list, then click the task name. Tasks are typically used to document a specific action or sub-step. Mark the task complete using the checkbox when you're done.

Edit Mode

Edit Mode is available to companies on the Thrive plan to users who have Manager or higher permissions. To enter Edit Mode, click Edit on the Learn/Edit toggle in the upper right corner of the page. You can switch between modes from any page in the Knowledge Portal.

Library

In Edit Mode, the Library displays a Create Collection button in the upper right and as a tile at the end of the collection list. Click either to start a new collection.

The Library also shows a View Trash button. Click it to see any collections, topics, subtopics, or tasks your organization has deleted. From the Trash, you can permanently delete an item or restore it.

Category

In Edit Mode, clicking a category label filters the Library to show only collections in that category, the same as in Learn Mode. You can create a new collection directly from the category view by clicking Create Collection and selecting the appropriate category tab during setup.

Collection

In Edit Mode, clicking a collection opens its topic list. From here you can:

• Click Add Topic to create a new topic in the collection.
• Click an existing topic to open and edit its content.
• Hover over the collection tile and click the ellipsis to edit the collection's details (name, description, image, category, and visibility settings).

Topic

In Edit Mode, a topic page becomes fully editable. Use the text editor to write or update content, upload files, embed media, and format text. After making changes, click Save Changes. If you try to navigate away without saving, Ninety will prompt you to save or discard your changes.

From a topic page in Edit Mode, you can also:

• Assign or change the topic owner by clicking the pencil icon below the topic title.
• Add a subtopic by clicking + Add new subtopic on the left side of the screen.
• Create a To-Do, Issue, Rock, or Headline from the topic by clicking the ellipsis on the right side of the topic's row and selecting the item type.

Subtopic

In Edit Mode, a subtopic page works the same as a topic page: fully editable with the same text editor options. You can assign or change the subtopic's owner by clicking the pencil icon next to the owner's name. Add a task to the subtopic by hovering over it in the topic's left sidebar and clicking the plus sign.

Task

In Edit Mode, task pages are fully editable. Tasks have the same text editor options as topics and subtopics. They are commonly used to document a specific action or sub-step that warrants its own page and completion checkbox.

Assigning topics as To-Dos

You can assign any topic, subtopic, or task to team members as a To-Do from either Learn Mode or Edit Mode.

To assign To-Dos from a Knowledge topic:

1. Navigate to the topic, subtopic, or task you want to assign.
2. Click the ellipsis on the right side of the item's row.
3. Select Create To-Dos from the dropdown.
4. Choose whether to assign the item alone or with all of its subtopics and tasks.
5. Select a team, a due date, and the users to assign.
6. Click Create Multiple To-Dos.
    

You can also create Issues, Rocks, Headlines, or Cascading Messages from the same ellipsis menu on any topic, subtopic, or task row.

For full details on assigning content and tracking completion, see Tracking Team Learning in the Knowledge Portal.