Learn how to structure handbook content, follow up on articles, and choose a publication option.

Table of contents and structure

Navigate and organize the handbook table of contents

Open the handbook in editing mode and select Contents. The handbook structure displays its folders and articles.

Arrow icons appear to the left of each folder and article name. Click and hold the relevant icon, then drag and drop the folder or article into its new position.

Create folders and articles in the handbook

To create a folder or article that is accessible from the handbook home page, click Create on the right. Then select New folder or New article.

First, select the level where you want to add the new folder or article. You can only create a folder within another folder. You must place an article in a folder, and you cannot create subarticles.

Worklist

Open the handbook worklist

Open the handbook in editing mode and click Worklist in the menu on the left. The handbook worklist contains all articles that:

• Have a deadline
• Are marked for review
• Are awaiting approval

Set a deadline for an article in the handbook

1. Open the article in editing mode.
2. Find the Deadline field in the article settings side panel.
3. Click the date picker and select the required date.

The article now appears in the handbook worklist with the selected deadline.

Follow up on employee activities in the handbook worklist

The handbook worklist also displays articles connected to current employee activities, such as onboarding steps. Review the worklist regularly to ensure that the content remains up to date and relevant.

Publication workflow

Choose a publication option for a handbook article

When you finish editing a handbook article, select one of these options:

• Publish: Makes the article immediately visible to everyone who has access
• Save as draft: Saves the article without making it visible to readers
• Scheduled publication: Publishes the article automatically on the specified date and time
• Technical correction: Publishes minor corrections without notifying readers about the change

Related training videos

• Edit and manage the table of contents
• Task list and worklist