Create a New Resource The Resources tab is a powerful tool that helps you manage and organize all your resources in one place. In this tutorial, we'll guide you through the process of adding a new resource. We'll cover everything from adding a name, description, and tags to uploading files and external media. Step 1 - Navigate to the Resource Library. Step 2 - Select the Step 3 - Enter your Page Title. This should be the title of your resource. We recommend including the format type in the title, so your audience can easily understand what each resource is. Step 4 - Select the label icon 💡 Tip: You can ignore the HTML box beneath the page title! 💡 Step 5 - Enter a Banner Title. This should be the same as your Page Title. Step 6 - If your resource is a PDF, Word, Excel, or PowerPoint, you can drag and drop the file in the text box beneath the HTML code. If there's a specific thumbnail you'd like to include, add it in the same text box. If not, the Resources Dashboard has pre-approved thumbnails that will auto-populate. Step 7 - If you're uploading a PDF, navigate to the Step 8 - If your resource is an external media such as a YouTube video, navigate to the Step 9 - Review each field to ensure you've completed all the steps. You can preview the page by selecting the Step 10 - Publish your resource using the 💡 Tip: Want to save this draft and complete it later? Click the That's it! You've learned how to add a new resource to the Resources Dashboard. Stay organized and keep adding valuable resources for your cohort! Edit a Resource Step 1 - Navigate to the Resources tab. Step 2 - Select the resource that you want to edit. Step 3 - Click on the "Edit Page" button located on the right side of the page. Step 4 - Make your edits to the resource title, description, tags, content, or any other relevant fields. Step 5 - Once you've made your edits, review them to ensure they are accurate and complete. 💡Tip: You can preview the page by clicking the “...” button located in the bottom right corner of the page, then selecting Preview from the options. Step 6 - Click on the "Update" button located in the bottom-right corner of the page. Congratulations! You have successfully edited a resource! By keeping your resource up-to-date, you can provide valuable information for your cohort and enhance their learning experience. Happy editing! Delete a Resource Step 1 - Navigate to the Resources tab. Step 2 - Select the resource that you want to edit. Step 3 - Click on the "Delete Page" button located on the right side of the page. You will receive a confirmation. That's it! You have successfully deleted a resource from the dashboard. By keeping your dashboard clean and clutter-free, you can provide a better experience for your cohort. Happy organizing!
button located on the right side of the title banner.
above the page title and input the category that your resource falls under. The acceptable labels include: legal, leadership, finance, fundraising, enterprise sales, marketing, research white papers, podcast, talent, product development, and customer acquisition.
button. Enter the exact file name of the PDF you're uploading. You can ignore the other fields.
button. Click the Content Template button and enter the Upload type, Content URL, and Summary fields.
button in the bottom right corner of the page.
button located in the bottom right corner of the page.
button in the bottom right corner of the page to save the draft and close the editor. 💡
Once you have created a resource on the Resource Dashboard, you may need to make edits to keep it up-to-date and relevant. This tutorial will walk you through the steps of editing a resource on the dashboard.
Have you created a resource on the Resources Dashboard that you no longer need? It's time to delete it. This tutorial will walk you through the steps of deleting a resource on the dashboard.