Topics

Collections


In This Guide

Actions on multiple items such as archiving, editing, and opening work streams are often easier to do with collections.


Creating a collection from search results

To create a collection from search results:

  1. In the search panel, search for and filter the items you want to add to a collection.
  2. Mark the checkboxes for the items you want to add to the collection.
  3. Click more_horiz, and select New Collection.
    Create new collection example.png

    The Save Collection widget appears.
    Saving new collection.png
  4. In the Save Collection widget type a name for the collection.
  5. Click Save.

Viewing assets in a collection

To view the assets in a collection:

  • In the search panel, click more_horiz, and select the collection whose assets you want to view.
    Assets contained in a collection.png
    Brightspot lists the assets in the collection (and any other assets matching the current search criteria). Assets in the collection have a marked checkbox.

Adding assets in a collection

To add assets in a collection:

  1. In the search panel, click more_horiz, and select the collection to which you want to add assets.

    Add assets to collection_1.svg

  2. In the Search widget, search for and filter the assets you want to add to the collection.
  3. Mark the checkboxes for the assets you want to add to the collection.
  4. Close the Search widget.

Removing assets from a collection

To remove assets from a collection:

  • In the search panel, select the collection from which you want to remove assets. Brightspot lists the collection’s assets.
    Assets contained in a collection.png
  • Clear the checkboxes for the assets you want to remove from the collection.
  • Close the Search widget.

Renaming or deleting collections

To rename or delete a collection:

  1. In the search panel, click more_horiz, and select the collection you want to rename or delete.

    Rename or delete collections.svg

  2. To delete the collection, click Delete Permanently. (Deleting a collection does not delete the collection’s items.)
  3. To rename the collection, do the following.
    1. Click Rename Collection. The Save Collection widget appears.
    2. In the Name field, type the collection’s new name.
    3. Click Save.