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Finding and Managing Your Content

Learn your way around the Content page, where every course, nudge, and survey lives, from the view tabs and folders to the three-dot menu that manages each item.

Platform access level: Org Admins, Managers, and Writers (anyone who builds courses).


The Content page holds everything you build in Arist, courses, nudges, and surveys alike, from drafts and published items to favorites and archives. Once you know your way around it, you can find any item fast and manage it from one menu, without opening the editor.


1. Finding any item on the Content page

The Content page lists everything your team has built, with the most recently created first.

the Content page with the All content, Recent, Favorites, and Archived tabs, the Search box and Filters, the Folders row with Create folder, and the content cards showing their Draft or Published badge beside a content type badge

Each card carries two badges, its Draft or Published status and its content type, so one glance tells you where an item stands and whether it is a course, a nudge, or a survey.

Two buttons at the top start something new:

Four tabs under the page header switch your view:

  • All content: Every course, nudge, and survey in your workspace appears here, in one list.

  • Recent: Jump back into whatever you worked with lately.

  • Favorites: The items you've marked as favorites from the three-dot menu gather here.

  • Archived: Items you've set aside live here, keeping the main list clean. Arist keeps everything you create rather than deleting it, so Archive is how you take an item out of the main list, and an archived item's three-dot menu holds Restore to bring it straight back.

Note: An item stays in Drafts until you set a schedule for it; once you do, it moves to Published. That holds for courses, nudges, and surveys alike, and schedules are covered in Best Practices for Delivering Courses.


2. Organizing content into folders

Folders keep a long content list manageable, and they take two moves to use.

  1. Select Create folder in the Folders row on the Content page, just under Search and Filters, and name your folder.

  2. Open an item's three-dot menu and select Move to folder.

A folder holds any mix of content types, so you can keep a campaign's course, its follow-up nudge, and its closing survey together in one place.


3. Managing any item from its three-dot menu

Every course, nudge, and survey carries the same three-dot menu on its card, holding the day-to-day management actions, so most tasks never require opening the item itself.

Menu action

What it does

Edit

Opens the item in the content editor

View

Shows the item as a learner sees it

Delivery options

Opens the item's delivery settings

Move to folder

Files the item into one of your folders

Add to favorites

Pins the item to the Favorites tab, and reads Remove from favorites once it's there

Translate

Creates translated versions of the item, when your organization has AI enabled

Clone to drafts

Makes a duplicate of the item in Drafts

Download

Offers the content as a Word document or as a PDF

Archive

Moves the item to the Archived tab, keeping the main list clean

The Translate action has its own step-by-step guide in Translating an Existing Course, and it works the same way whichever content type you run it on.

Note: A shareable enrollment link belongs to a schedule rather than to the item itself, so you create one by turning on link enrollment on the schedule. See Sharing Courses for Self-Enrollment.


4. Spotting the actions that appear on some items

Three more actions join the menu when the item qualifies for them, which is why two items can show slightly different menus.

Menu action

When it appears

What it does

Analyze

On any course, nudge, or survey you have already scheduled

Opens that item's analytics

Version

On courses only

Creates a new version of the course so you can adapt it

Create template

When Arist has given your account permission to add to the content library

Turns the item into a template other builders can start from

Only courses offer Version, and Modifying an Existing Course walks that flow end to end. Analyze depends on scheduling rather than on content type, so a nudge or a survey shows it as soon as it has been sent to learners.


5. Moving content between teams

If your organization uses Teams (currently in Beta), content is scoped to a team. Every item starts its life in the Default team.

Folders are how content moves between teams. Open the item's three-dot menu, select Move to folder, and pick the destination team's folder.

Note: Every tab on the Content page shows only the team you have selected, Recent and Archived included, and that applies to every role including Org Admins. Each team's list is its own, so switch teams with the selector at the top of the sidebar to see the content that belongs to another one. (Teams is in Beta.)


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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].

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