Thinking of creating your own custom content, building a unique Skill Path or User Journey, or assigning specific content to your end users? Check out the following:


Benefits:

  • You know your end users better than anyone. You can select the content that will help these users change the way they adopt new software.
  • You can upload content that is unique to your organization.
  • You can track completion of custom content.
  • You can add checkpoints and/or assessments to check for understanding.


The structure for organizing content in the QuickHelp Admin Portal Library is: 

 

 

NOTE: Topics, Categories and Assets cannot be deleted once they are created, they can only be renamed or unpublished 

 

Create a Topic

 

  1. Click New in the Action Bar
  2. Choose Content > Topic
  3. Select a color
  4. Enter a Title
  5. Enter a Description
  6. Select if Topic will be visible (published)
     
    NOTE: Only select the "Visible" checkbox if you want the topic to be immediately live for users. If this box is not selected, none of the categories or Assets associated with this Topic will be visible.
  7. Click the Finish checkmark

 

Create a Category

 

  1. Click New in the Action Bar
  2. Choose Content > Category
  3. Enter a Title
  4. Enter a Description
  5. Select a Topic
  6. Select if Category will be visible (published)
     
    NOTE: Only select the "Visible" checkbox if you want the category to be immediately live for users. If this box is not selected, none of the Assets associated with this Category will be visible.
  7. Click the Finish checkmark

 

Create an Asset


Note: To upload an Asset into QuickHelp a Topic and a Category must be selected or previously created

Information on QuickHelp's recommended custom content formatting can be found here. 

  1. Click New in the Action Bar
  2. Choose Content > Content Item > Select Asset Type


 

Video:

  1. Enter a Title
  2. Enter a Description
  3. Enter Keywords
    • NOTE: Separate keywords by a comma
  1. Select Target Platform
  2. Check Published if Video is to be visible
  3. Select Next arrow
  4. Choose Topic
  5. Choose Category
  6. Select Next arrow
  7. Choose the video file to upload
  8. Click Finish checkmark

 

Embedded Video:

  1. Insert YouTube URL
  2. Check Published if Video is to be visible
  3. Choose Topic
  4. Choose Category
  5. Select Next Arrow
  6. Verify Title
    • A title will auto- fill from the YouTube video selected
  1. Verify Description
    • A description will auto-fill from the YouTube video selected
  2. Enter Keywords
    • NOTE: Separate keywords by a comma
  3. Select Target Platform
  4. Select Next arrow
  5. Select Image
    • Select the image inherited from YouTube
    • Or you may upload a custom image
  6. Click Finish checkmark

 

HTML:

  1. Enter a Title
  2. Enter a Description
  3. Enter Keywords
    • NOTE: Separate keywords by a comma
  1. Select Target Platform
  2. Check Published if HTML is to be visible
  3. Select Next arrow
  4. Upload an Image for the Asset
    • Choose image file
    • Click Finish checkmark
  5. Select Next arrow
  6. Insert URL
    • Note: The URL must include http:// or https:// at the beginning
  7. Choose Topic
  8. Choose Category
  9. Click Finish checkmark

 

Poll Assessment:

  1. Enter a Title
  2. Enter a Description
  3. Enter Keywords
    • NOTE: Separate keywords by a comma
  4. Select Target Platform
  5. Check Published if Assessment is to be visible
  6. Select Next arrow
  7. Upload an Image for the Asset
    • Choose image file
    • Click Finish checkmark
  8. Select Next arrow
  9. Choose Topic
  10. Choose Category
  11. Click Finish checkmark

 

Graded Assessment:

  1. Enter a Title
  2. Enter a Description
  3. Enter Keywords
    • NOTE: Separate keywords by a comma
  4. Select Target Platform
  5. Check Published if Assessment is to be visible
  6. Select Next arrow
  7. Upload an Image for the Asset
    • Choose image file
    • Click Finish checkmark
  8. Select Next arrow
  9. Issue a Completion Badge
    • If no badge is being issued select the Next arrow
    • If badge is being issued check box
  1. Click Link Badge
    1. Select Badge
    2. Click Finish checkmark
    • Enter Badge Title
    • Enter How to Earn the Badge
    • Select Next arrow
  1. Choose Topic
  2. Choose Category
  3. Insert Passing Grade percentage
  4. Click Finish checkmark

 

PDF:

  1. Enter a Title
  2. Enter a Description
  3. Enter Keywords
    • NOTE: Separate keywords by a comma
  4. Select Target Platform
  5. Check Published if PDF is to be visible
  6. Select Next arrow
  7. Upload an Image for the PDF
    • Choose image file
    • Click Finish check
  1. Select Next arrow
  1. Select a Topic
  2. Select a Category 
  3. Click Next
  4. Choose PDF File to upload
  5. Click the Finish checkmark





To learn more:

  1. Review the the following QuickHelp Support Documents
  2. Review the following Skill Paths in QuickHelp:
    • QuickHelp Admins: Build Your Own Skill Path
    • QuickHelp Admins: Upload Your Content into QuickHelp
    • QuickHelp Admins: Effectively Assign Content to Users