Ask and answer questions about all things Guru and knowledge management
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This feels like a very obvious question, so I apologize if I am overlooking an existing tool. But… is there a way as an Admin to view and manage card templates? I assumed they would be visible in Card Manager or Team Settings, but I don’t see them there. We may want to make bulk changes (like applying tags or reassigning them to a central person). The only way I have found to view templates is when you actually go to create a card (https://help.getguru.com/en/articles/4739966-creating-and-editing-a-template-card). Thanks!
Is it possible to update an existing card from Slack? For ex, if there’s a card with weekly updates and we want to append another update. Existing card has: Updates for week of July 1July 2 Bananas in the break room July 3 Stop using reply-all about the bananas in the break room And then on Slack on July 4 there’s a message that we want to be added at the end: “We’re getting apples tomorrow!” How can we send that message so that the card would then look like this, with the new update at the end? Would this be a Zap? Updates for week of July 1July 2 Bananas in the break room July 3 Stop using reply-all about the bananas in the break room July 4 We’re getting apples tomorrow!
Hi everyone!Our team is planning to clean up and (re)build our tagging structure on Guru. We have trialed a “free-for-all” approach, but found that the tags were too inconsistent, and are looking towards a more purposeful tagging scheme. Currently, we are thinking of using controlled (admin-created) tags to group cards across various collections and boards (ex. onboarding material), and uncontrolled (user-created) tags for alternate search terms.Before getting started, I just wanted to gather some insights into lessons learned / pitfalls to avoid / best practices / examples / experiences of how you have structured your tags and how the implementation and maintenance process has been like.Thank you!
What questions do you have about leveraging surveys to capture your Guru success? Conducting an internal survey allows you to get direct quotes, comments, and feedback from Guru users about their Guru experience. This could be as simple as starting a Slack thread in a team channel or DMing some of your top Guru users. Are you considering implementing surveys to understand the impact Guru has had for your team? What questions do you have about getting started? Drop them below! If you’re exploring this topic, consider leveraging Slack apps like Polly to run polls and surveys in specific Slack channels.Sample Guru Survey (often used post roll-out) How do you ask your team for feedback about Guru? Check out the Polly app to launch simple, internal surveys over Slack
My company, DroneUp, has a job opening for a fulltime experienced Guru Administrator working remotely anywhere in the United States. DroneUp is a drone delivery and services company. We are growing rapidly and are in the process of implementing Guru as our knowledge Base / intranet platform.If you know anyone who might be interested in this position, see the link below for more information. When you or others apply, reference this conversation and I shall ask our Talent Acquisition people to watch for it.https://www.linkedin.com/jobs/view/3086755729/?refId=%2BY4gF1UJ0XFe0h0bL2GdtQ%3D%3D&trackingId=GqUHoUgIcnvLvhLxfOB0yQ%3D%3D.Thank you!
When we add a comment - we get our emails using @mentions.However, if we are viewing comments in a card and click on the reply button and send a reply - no email notifications are sent.This requires that we start a new comment which makes it difficult to follow the stream on a particular comment.How can we get emails when the “reply” button is used?Thanks for helpTwila
Hi there Guru Community! We just implemented Guru not too long ago and working on optimizing our setup/workflows. One thing that we’ve noticed is that we’ve all been getting questions sent to our inbox when a user asks a question. We’ve got about 1000+ Light Users. I think everyone is getting the question a Light User asks because Light Users only have access to the “All Members” Group. Is that right? If so, does anyone have suggestions on how we can improve this workflow so only the right group of folks will get floated the right questions?Hope this makes sense. Any insight would be greatly appreciated!
Need some ideas for how to best organize your Customer Support Collection in Guru? We've got you covered! In our recent Deep Dive, we split into breakout rooms to discuss how different teams use Guru. Gain inspiration from Guru’s own technical support Guru @Caroline Krueger , dig into the resources, and drop your questions and examples below. In our breakout room discussion on Guru for Support Teams, Caroline covered her role at Guru and how she manages:Product information in Guru Documenting FAQs (and one-off Qs) Support team processesGet a closer look at her collection structure: Grab similar Card Templates: Support Policies & Procedures Customer Support OverviewGet more inspiration:Examples of organizing customer support content in Guru How does your support team use Guru? Keep the conversation going below! Share your feedbackIf you have feedback on the Deep Dive experience and content, please share your feedback in this 5 min Deep Dive Survey. A winner is chosen every month
Need some ideas for how to best organize your People-Ops Collections in Guru? We've got you covered! In our recent Deep Dive on Guru for different teams, we be split into breakout rooms to discuss specifics. Sharing Company KnowledgeGain inspiration from Guru’s own Internal Comms specialist Guru Emma Healy, dig into the resources, and drop your questions and examples below. Emma covered her role at Guru and how she:Creates internal communications “rituals” so employees can better navigate the information they need to do their jobs Sources information for Company-Wide Newsletter Uses knowledge alerts to keep teams informed Creates Cards for company-wide events Get a closer look at the company-wide collection structure we have at Guru: Get a closer look at the Guru Knews Template: Get more inspiration:How to use Knowledge Alerts Revenue Team Newsletter Template Are you a People Ops team member looking to use Guru for new hires? Check out these recent conversations with Guru Knowledg
Need some ideas for how to best organize your Revenue Team / Sales Collections in Guru? We've got you covered! In a recent Deep Dive, we split into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledge@Kristin Fretz , Director of Revenue Operations at Bread Financial, will share how she’s used Guru to support her revenue team. “I'm a revenue operations person who is a systems fanatic. For the last three years, I built up an enterprise tech stack and made it sync with Salesforce. Guru is a big part of that. That's why I need a whole collection for this knowledge. I have 20 plus Saas tools and a sales person gets assigned at least eight of them on their first day. Keeping all of that knowledge straight is a lot to process when you join. Guru is a great way to sort of take that pressure off of you don't need to learn everything right away, but it's here when you're ready.” She’ll cover her approach to:Structuring the Sales Techstack informat
Need some ideas for how to best organize product information in Guru? We've got you covered! In our recent Deep Dive on Guru for Different Teams, we be split into breakout rooms to discuss specifics. Streamlining product information from multiple sourcesMario Frenkel, Channel Sales Enablement Manager & Knowledge Manager at Pipefy, will share how he’s supported the broader Pipefy team in documenting product information in Guru to support their roles. “Pipefy is a no code, low code platform, which means that each and every team is using the platform for their own processes. The product team who is creating new features, the education team is creating content regarding how to use the platform for the end users, and the sales engineering team who are our experts in the platform are modeling different, use cases every day for different clients, creating demo environments, and doing product demonstrations to enable the sales team. What we are doing with Guru now is to centralize all the
Need some ideas for how marketers can maximize their use of Guru? We've got you covered! In our recent Deep Dive, we split into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledgeRenata Lapetina, Content Marketing lead at Pipefy, will share how she’s used Guru to enable her broader, multi-lingual Pipefy team around marketing content. “When we started using Guru at Pipefy, our first goal was to have our marketing assets live in Guru to support sales enablement. We have a very organized and mature content creation process, and I created a connection between that process and Guru to automate documentation. We don’t have to create a Guru card for every new asset, which helps because we have a lot of new things every month. Inside Pipeify, I created an automation with Zapier so every time we have a new asset, we have a new Guru Card for that asset.” She covered her marketing team’s approach to:Documenting marketing team processes Automatical
Need some ideas for how to best organize your engineering team collection in Guru? We've got you covered! In a recent Deep Dive, we split into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledge@Ryan Yurkanin , Guru Engineer, will share how the engineering team uses Guru to collaborate and deliver the ultimate knowledge management solution. He covered: The engineering team collection structure Cards hosting coding information to support the engineering workflow Cross-functional documentation to support collaboration Get a closer look at Guru’s engineering collection: Get a closer look a Card supporting the production process: Get a closer look at Ryan’s Cross-Functional Team Guide: How do your engineering teams use Guru? Get the conversation started below! Share your feedbackIf you have feedback on the Deep Dive experience and content, please share your feedback in this 5 min Deep Dive Survey. A winner is chosen every month to get
Hi folks 👋Looking to get some insight into how people generate Guru content when the same workflow can be performed through multiple platforms (i.e. mobile apps vs the website). Wondering if people generate two cards (one for each workflow) or anchor the card on the workflow and then present the two ways of doing it (i.e. on the mobile app at the top of the card and then the website workflow underneath) on the same card. In my mind it’s six of twelve and half dozen of the other but I am leaning toward the second option as it’d increase discoverability.Thanks, folks!
Hope that this finds you all well. We are a product manufacturer of clean energy solutions (solar+storage) and sell to distributors and installers. We have a challenge to reduce our Technical Support hold times for installer who call in to ask a question or troubleshoot their system. I was looking for specific case studies or best practices about using Guru to surface knowledge quickly to chip away at these hold times. Trying to build a case for further adoption of Guru along these lines. Thanks in advance for your time with this.
Hi. Is there a way to route cards to a specific section automatically? I create daily meeting notes and want them to go to the respective section on a board without moving them manually. For example, I categorize these notes by the month, so I have a section on a board that has the month. I hope that makes sense. Thank you!
Hi! I have a goal to automate creation of cards that include info about our competitors so we don't need a human author. We explored some softwares such as Crayon and Klue who can do that, but it's quite expensive and I want house the info on Guru. Caroline from Guru suggested using 1. Guru knowledge clipper or 2. Zapier integration to trigger card creation based on a certain action Curious to know how other users add competitor intelligence cards to their collection without having to manually scrape the internet for info about their competitors! Thanks all!
Hello The Guru Community! My team has had a case where someone we originally designated a Core User will no longer be able to continue in their intended Guru Role. This user is still part of our Team however we no longer wish for them to have the Core User status and functionalities. Is there a way to revert them to Light User status so we assign a new Core User for our Team? If not - what is the best way to handle this scenario? Thank you!
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