Organizing Your Resources - Categories + Folders + Articles

Learn how to start building out the structure of your Resources section!

In Prospr Resources, you will be able to store and share PDFs, tutorials, training videos, SOPs, and more! Resources are organized by Categories, then Folders, and then your Articles.

In the Resources section below, "Managers Corner" is an example of a Category. Beneath that, both "Onboarding Materials" and "Manager Logs" are examples of Folders. Within the Folders is where your content will be stored, in this example "New Hire Paperwork" and "April Manager Log."

1) While in the Resources section, click on "Add/Edit" in the top right corner.

2) Click on the dropdown arrow next to "New Entry" and select "New Category."

3) Next, give your Category a name and a short description. Click "Save" to create your Category.

1) While in the Resources section, click on "Add/Edit" in the top right corner.

2) Click on the dropdown arrow next to "New Entry" and select "New Folder."

3) Next, give your Folder a name and a short description. Then, assign which Category the Folder will live under. We are going to assign this Folder to our newly created "Tutorial Category." Click "Save" to create your Folder!

Now in our "Add/Edit" view, we will be able to see our newly created Category and Folder. Follow our suggested Articles below to learn how to start adding in your own Articles to Resources!