Working with Resources

Modified on Mon, 22 Jul at 4:07 PM

1. Getting Started

Once you're logged in, you can access your Resources via this button in the left menu:


2. Creating a New Resource


Use the New button on the top right hand corner to start with a brand new resource. We'll talk about Clone below.



3. Basic Information


Before adding tasks, enter some basic information about the resource and provider. You'll be able to add tasks later.


You can edit all of this later.


  • Name and Description are required fields
  • Source - this is mostly used to display an icon / logo in various places
  • Type - this is also used to show icons in various places.
  • Tags
  • Allow others to use this list - if you're feeling generous, select this option. 



Next, you'll be ready to build out the resource!




4. Adding Resource Items


On the Edit Resource Items page, you can add resources using the Add button, or bulk import them from a CSV.





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