How to add a learning resource

This tutorial guides you through the process of adding a new learning resource to your library.

Step 1: Access the learning hub

1. Navigate to the Learning Hub overview screen.

2. Click the + Add resource button, located in the top right corner.

   

Step 2: Fill out resource details

Upon clicking the button, the Resource details form will appear.

A. Enter Title and Format

1. TITLE: Provide a descriptive and clear title (e.g., "Client onboarding playbook").

2. FORMAT: Use the dropdown menu to select the type of resource you are adding.

   

B. Select Resource Type

Choose one of the four available formats from the dropdown list:

• YouTube video (selected in the image)

• Full tutorial (text)

• Full tutorial (PDF)

• External link

  

C. Complete details and design style

1. SUMMARY: Write a short, two-sentence overview for display on dashboards and previews.

2. URL: If the format is YouTube video or External link, paste the resource URL here.

3. DESIGN STYLE: Select a category that defines the resource's purpose:

   • Guides & Maps (Narrative tutorials, playbooks)
   • Tools & Templates (Dashboards, calculators)
   • Prompts & Reflections (Journaling prompts, rituals)
   • Recommendations & Allies (Partner directories, mentors)

   

Step 3: Save the resource

1. Once all required fields are complete, click the Save resource button at the bottom right.

The new learning resource will now be added to your Resource library.