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How to create your referenced content

Updated this week

How to create your referenced content

The Workstream tab within Projects hub is where all the project information is collated and where you can create components of reference from other areas of the platform such as knowledge hubs & linked evidence.

Workstreams is where you can also Add referenced content. To begin you need to access the modules and components that are inside the workstream tab. From here you can select records from linked Knowledge and Evidence to reference in this component module.

You can use the side scroll to navigate to each section.

Starting at the top, browse and manage the modules

For each, you have the option to click ‘View’ the full module. Alternatively, press to expand to see the components.

Inside the module view, you can also add new components to your workstream. Click on the ‘+ Add component’ button.

Once opened, you can enter a component name to then create a new component for the module you are in. Press the blue ‘Add component’ button to complete this action.

You will now be able to view this in your workstream.

To edit the components, click the Toggle to edit.

Once you are in Edit mode, the Save button is now activated.

Moving down the page, you can see, reply and add comments.

It is here that you can Add referenced content.

Click this button to open up this page. From here, you can select records from linked Knowledge and Evidence to reference in this component module.

In the Source Type, use the dropdown to choose between Evidence collections and Knowledge Bases.

You can search the records by title or summary. Alternatively, you can use the side scroll and the pagination arrows to navigate the list. For each, you can click to Preview the records, and click to Link them to this component module.

Click back on to the component page and press the Save button, and you will get a notification that the component has been saved successfully.

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