Resources
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Note: this is a Champion feature. If you are not a member of a Champion, this will not be a feature available to you. Find out more about non-Champion features here!

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Purpose of Resources

Resources was recently redesigned into two distinct tabs, Discover and My Resources, to help Champion members curate, organize, and assign content to the people they’re growing. These features act as a key part of the growth journey—providing an easy way to recommend To-Dos and keep momentum in a growth relationship as the growee interacts with the Champion content.

 

 

What is the difference between the two Resource tabs?

Discover contains all of the configured content (Programs and Collections) for you to curate from! You can find resources and immediately bookmark, assign, or share it.

 

My Resources acts as your own bookmark bar. It's is organized into folders, making it easy to find your favorite saved content. When you bookmark something, that’s your personal bookmark! These bookmarks do not show up for any other Champion members, allowing you to curate content for the people you personally grow.

 

What Champion roles can use Discover and My Resources?

Nearly all Champion members can see Discover. Check out our Roles & Permissions article to learn more about different Champion roles.

 

Accessing Resources

iOS/Android app

  1. Log in to the app
  2. From the bottom navigation either...
    • Tap and hold (long press) your Profile icon or,
    • Tap the Profile icon then tap the dropdown icon in the top left
  3. Tap a Champion from the list to switch to that Champion perspective
  4. From the bottom navigation, tap the Champion Profile icon
  5. Tap Resources

Web

  1. Log in to polymer.gloo.us
  2. Click your Profile icon
  3. Click a Champion from the list to switch to that Champion perspective
  4. From the top navigation, click Resources

 

Bookmarking Resources

iOS/Android app

  1. Follow the steps above to access Resources on the app
  2. Find a piece of content to bookmark
  3. Tap the 3 stacked dots in the top right corner of the content card
  4. Tap Bookmark
  5. Select a folder or create a new folder to add the content to
  6. Tap Save 

Web

  1. Follow the steps above to access Resources on web
  2. Find a piece of content to bookmark
  3. Hover over the 3 stacked dots in the top right corner of the content card
  4. Click the Bookmark icon resources-bookmark.png
  5. Select a folder or create a new folder to add the content to
  6. Click Add to folder

 

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Assigning To-Dos in Discover/My Resources

iOS/Android

  1. Follow the steps above to access Discover/My Resources on the app
  2. For My Resources only, tap a folder to open it
  3. Find a piece of content and either...
    • Tap the 3 stacked dots in the top right corner of the content card, or
    • Tap on the Content card
  4. Tap Create a To-do
  5. Search for and tap to select the person (or people) to recommend the To-Do to, then tap the Add # Person/People button at the bottom
  6. Configure the To-Do
    • Set a Name for the To-Do (this is seen by the recipient)
    • Set a Description (optional)
    • Add a Due Date (optional)
    • Tap the Done button at the bottom
  7. If desired, tap Add Another To-do and repeat step 6 to configure additional To-Dos
  8. In the "Recommend as" section, tap to select who will be displayed as recommending the To-Do(s)
    • Selecting an Agent Profile will create a Growth Relationship between you and the person (or people) who receive the To-Do(s)
  9. Tap the Send button at the bottom

Web

  1. Follow the steps above to access Discover/My Resources on web
  2. For My Resources only, click a folder to open it
  3. Find a piece of content and click on the content card
  4. Click the Create a To-Do button
  5. Search for the person (or people) to recommend the To-Do to, then click the Add button in the bottom right corner
  6. Configure the To-Do
    • Set a Name for the To-Do (this is seen by the recipient)
    • Set a Description (optional)
    • Add a Due Date (optional)
    • Click the Add button in the bottom right corner
  7. If desired, tap Add Another To-do and repeat step 6 to configure additional To-Dos
  8. In the "Recommend As" section, click to select who will be displayed as recommending the To-Do(s)
    • Selecting an Agent Profile will create a Growth Relationship between you and the person (or people) who receive the To-Do(s)
  9. Click the Send button

 


 

Other actions to take in Resources

  • From the 3 stacked dots menu, you can also...
    • Share to the Champion's timeline
    • Share in a Space
    • Share in a Direct Message
    • Share in an email (app only)
    • Add the content to a Collection (coming soon!)

 


Customizing Resources for Your Champion

  1. Log in to polymer.gloo.us
  2. Click your Profile icon
  3. Click a Champion from the list to switch to that Champion perspective
  4. From the top navigation, click Admin
  5. Click the Discover tab

 

Partner Champion organizations lets you add a row of that Champion's content into Resources

  1. Click the Add Partner Champions button
  2. Search for a Champion and click to select
  3. Click the Add button

 

Trusted Champion organizations gives your users access to more content. Trusted Champion organizations appear in user's Library under their "Recommended Champions" row (as well as in Gloo Network resources, if enabled). 

  1. Click the Add Trusted Champions button
  2. Search for a Champion and click to select
  3. Click the Add button

 

Recommended Champions lets you toggle a topic area, which adds or removes those topics from surfacing in Resources

  1. By default, all topics are On
  2. Click the On bubble to switch it to Off and exclude that topic from Resources

 

Gloo Network resources lets you enable content from the extended Gloo network of Champions (including your Champion, Partner Champions, and Trusted Champions) in a single row.

  1. By default, Gloo Network resouces are disabled
  2. Click the check box to switch to enable extended content in Resources

 

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