What Is the Knowledge Portal?

The Knowledge Portal is a learning and documentation hub inside your Ninety account. It gives your team access to step-by-step training and reference materials related to the Ninety platform and your organization's business operating system.

To access the Knowledge Portal, click Knowledge from the left navigation.

How Do I Use The Knowledge Portal?

The Knowledge Portal has two modes: Learn Mode and Edit Mode. Learn Mode is available to all users and companies, while Edit Mode is only available to companies on the Thrive subscription plan and users with Manager or higher permissions.

Learn Mode

Use Learn Mode (the default when you access the Knowledge Portal) to:

• Review the collections of content provided by Ninety, your company, or your coach
• Mark items (subtopics and tasks) as complete after reading
• Create items (Rocks, To-Dos, Issues, or Headlines) from content

In Learn Mode, you can work through a collection of training materials at your own pace.

To show completion of knowledge material:

1. Open a collection. Navigate to the Knowledge Portal, click a category (90 Resources, Company, or Process) to view a list of choices, and then click the desired collection to open it.
2. Choose a topic, subtopic, or task. Click a topic from the list to begin learning. Some topics are broken down further into subtopics, and those into tasks.
3. Mark as complete after reading. Mark each subtopic and task complete as you go. The topic will show your progress by filling in the border around the circular icon by the topic's name.

Note: You can pause and return at any time — your progress is saved automatically.

Click through the following tabs to learn more about navigating through the Knowledge Portal in Learn Mode.

Libary

The Knowledge Portal's homepage is a library of all collections available to you. The collections are divided into one of three categories:

• 90 Resources — helpful content provided by subject-matter experts at Ninety, including an EOS Toolbox™ collection to help you and your team learn the fundamentals of the Entrepreneurial Operating System® (EOS®).
• Company — used for company-specific information, such as policies, guidelines, and more. 
• Process — a place to document your team's core processes.

By default, the Knowledge page displays every collection avaialble to you. Select one of the categories to filter the options shown or use the search bar to find the content you're looking for.

 

 

 

Category

Each category page lists the collections that we at Ninety, your business's coach, or a leader in your company has assigned to it. When a leader creates a new collection, they can choose to add it to the Company or Process category.

 

 

 

Collection

Click on a collection to view its list of available topics. In Learn Mode, you can view your progress through a topic with how filled in the board of the topic's icon is.

 

 

 

Topic

After clicking a topic, Ninety's primary left navigation goes away to reveal a fullscreen view of hte topic's page. You can view when the page was last updated at the bottom of the textbox.

The topic's subtopics and tasks are listed below the topic's title on the leftside of the screen. If a subtopic has tasks, we'll display a caret icon you can click to expand the content listed.

 

 

 

Subtopic

Click a subtopic to open its page. Subtopics can contain just as much or more content as the topic it belongs to.

 

 

 

Task

After click the caret to expand the subtopic, click to open any of its tasks. A task page can contain just as much content, or more, as a topic or subtopic, but they are commonly used to share a specific action the reader should take. The following example shows an eLearning module the team at Ninety produced to explain the benefits of establishing a clear and compelling Vision for your organization.

 

 

 

Edit Mode

Users with Manager or higher permissions on companies subscribed to our Thrive plan can use Edit Mode to create new content and edit their previously created material. To access Edit Mode, click Edit on the Learn/Edit toggle on the top right of the page. You can switch between Learn and Edit Mode from any page in the Knowledge Portal.

Click through the tabs below to learn more about navigating the Knowledge Portal in Edit Mode.

Library

In Edit Mode, the Knowledge Portal displays a Create Collection on the the top right of the page and as a widget as the last collection shown.

You can also click the View Trash button to view any content your organization has removed. From there, you can permanently delete an item or restore it.

 

 

 

Category

In Edit Mode, you can create new collections for the Process or Company category.

 

 

 

Collection

In Edit Mode, click a collection to open its page, where you can create new topics or click an existing topic to edit its content.

 

 

 

Topic

In Edit Mode, navigate to a topic to edit its content or create new subtopics/tasks. You can also switch the topic's owner by clicking the pencil icon next to the current owner's name. After editing any content, be sure to click Save Changes. If you try navigating to a new page without saving, we'll let you know and give you a chance to save or discard changes.

 

 

 

Subtopic

In Edit Mode, navigate to a subtopic to edit its content or create new tasks associated with it. You can also switch the subtopic's owner by clicking the pencil icon next to the current owner's name. 

 

 

 

Task

In Edit Mode, you can create new tasks or edit existing content.

 

 

 

How to Assign Items

After selecting a collection, you can assign a topic and its associated subtopics and tasks to team members by creating a To-Do for them directly from the Knowledge Portal.

To assign To-Dos from a Knowledge topic:

1. Navigate to the desired topic. Click a collection and navigate to a topic you want to assign/share with a teammate.
2. Open the Create To-Dos window. Click the ellipsis next to the topic's title and select Create To-Dos from the options shown.
3. Choose which To-Dos to create and for whom. First, choose whether to assign the topic by itself or the topic and all its subtopics and tasks. Then choose a team, a due date, and any number of users from the selected team. You may also choose to make the To-Dos private by clicking the Personal toggle on.
4. Assign. Click Create Multiple To-Dos to assign the To-Dos to the selected users.

You can also create To-Dos, Issues, Rocks, Headlines, or Cascading Messages from any topic, subtopic, or task by clicking the ellipsis on the right side of the item's row and selecting the intended item from the dropdown.