How to Navigate Ninety's Knowledge Portal
The Knowledge Portal is organized into the following 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 Tool. 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 OS 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 complete, mark each of its subtopics (and their tasks) complete individually; the topic's progress icon updates automatically.
Note: You can leave a topic at any time and return later. Your progress saves 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 for 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 and Category
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, where you can permanently delete or restore an item. Clicking a category label filters the Library to that category, the same as in Learn Mode, and you can create a new collection directly from the category view.
Collection
In Edit Mode, clicking a collection opens its topic list. From here you can click Add Topic to create a new topic, click an existing topic to edit its content, or hover over the collection tile and click the ellipsis to edit the collection's details (name, description, image, category, and visibility settings).
Topic, Subtopic, and Task
In Edit Mode, topic, subtopic, and task pages become 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 prompts you to save or discard. From a topic page in Edit Mode, you can also assign or change the topic owner with the pencil icon, add a subtopic with + Add new subtopic, and create a To-Do, Issue, Rock, or Headline from the ellipsis on the right side of the row. Subtopics and tasks work the same way, with the same text editor options.
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.
Navigate to the topic, subtopic, or task you want to assign.
Click the ellipsis on the right side of the item's row.
Select Create To-Dos from the dropdown.
Choose whether to assign the item alone or with all of its subtopics and tasks.
Select a team, a due date, and the users to assign.
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.