Subscription Required: Stacks are available on select subscription plans. Contact Support to learn more: Send an email to Support
What Are Stacks?
Stacks are “multiple Libraries” that are used to manage access to information across your team with the ability to configure Role Permissions for each Stack.
Stacks help to:
- Manage sensitive information across your team
- Keep your content clear, organized, and highly searchable Library
- Separate your content by division, subsidiary, product, or even team
How Do I Create and Delete Stacks?
To Create a Stack
- Click Library in the top navigation
- Select Library Management
- On the left side, scroll to the bottom of your list of Stacks and click + Add Stack
- In the Create a Stack modal, type in your new Stack name, and select the appropriate visibility for your Stack. Click Save
- When you create or edit your Library Entries, you will now have the option to select the Stack
To Delete a Stack
Note: All Library Entries and Categories in a Stack must be deleted before deleting the Stack.
Read more: Deleting Library Entries
- On the Library screen, delete all Library Entries that are in the Stack you want to delete. Read more: Deleting Library Entries
- Go to the Library Management screen by clicking Library in the top navigation menu and then clicking Library Management
- If you have Stacks, make sure that you select the correct Stack by clicking the Stack name on the left side
- Click on the Category actions (⋯) menu and select Delete Category to delete each Category in that Stack
- Once all Categories are deleted, select the Stack Options (⋯) menu, and click Delete
How Do I Create, Edit, and Delete Categories?
You can create, edit, and delete Categories from the Library Management page. You also can create Categories while creating new Library Entries.
To Create a Category
- Go to the Library Management screen by clicking Library in the top navigation menu and then clicking Library Management
- If you have Stacks, make sure that you select the correct Stack by clicking the Stack name on the left side
- Click Add Category below your existing Categories
- Enter the name of your Category in the box that appears, then click the checkmark
The newly created Category will be sorted into your Category list in alphabetical order
To Edit a Category Name
- Go to the Library Management screen by clicking Library in the top navigation menu and then clicking Library Management
- If you have Stacks, make sure that you select the correct Stack by clicking the Stack name on the left side
- Hover over the Category name that you want to edit, and click the Edit (pencil) icon that appears
- This will turn into a text box, where you can make your changes
- Once you have made the changes, click the checkmark beside the text box to save your changes
To Delete a Category
- Go to the Library Management screen by clicking Library in the top navigation menu and then clicking Library Management
- If you have Stacks, make sure that you select the correct Stack by clicking the Stack name on the left side
- To the right of the Category name, click on the three-dots and select Delete Category
- A message will appear asking for a final confirmation, click Delete to confirm and delete the Category
To Add a Category or a Sub-Category While Creating a Library Entry
- Click on Library on the top navigation bar
- Click Create New Entry
- Enter your Question and Answer
- Select the Stack you want to put the Library Entry in
- Under Categorization, click on the green button with the plus sign
- Type in the new Category name and click the checkmark to create and save a new Category
- Once you click the checkmark, another green button with a plus icon will appear beside “No Sub-Category”
- You can create a new Sub-Category by clicking on the Green Button
- Enter the new Sub-Category name and click the checkmark beside the text box
- You will see under Categorization, that the Category and Sub-Category were created.
You can also see your available Sub-Categories from the Library Management page by clicking on the arrow beside the Category name:
What Is The Difference Between Categories And Tags?
Increase your efficiency and make your content more organized and searchable through the use of Categories and Tags.
Categories are similar to folders in a file system. Consider them the high-level buckets for your organization's content. You can organize your Categories by a department, product, or any system that makes sense for your organization. Each Category can also have one level of Sub-Category.
Note: Any individual Library Entry can only belong to one Category and Sub-Category.
Tags are a flexible way to group and filter common information. You can organize your information with common tags that are across different Stacks/Categories/Sub-Categories. You can consider them similar to a label that you can filter your searches on in conjunction with your Categories to get even more granular. Library entries can have up to 40 tags.
Learn more: Check out our Tagging Best Practices [PDF Infographic] to learn more about Tags (a Loopio login is required to access this link)
Tags are referenced during Library searches, making them a great way to quickly improve your search results. This can be extremely useful if you tag your Library Entries with related words that don't exist within the Question/Answer portions. Categories are not referenced during a Library search.