Add a Link

'Links' are URLs that direct users to an external URL or files—like contracts, SOW templates, logo files or photo galleries—that are stored outside of your Lean Design Portal.

Unlike internal knowledge bases that are only meant to be shared with your immediate team, 'Links'—like everything on the Portal—are made to be shared with collaborators who may not have access to your organization's various tools.

Create a 'Collection' before adding 'Links' if you intend to organize related content and/or share a series of 'Links' with collaborators. For now, we don't support the ability to move a 'Link' to a 'Collection' after it's been created.

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To add a Link…

Navigate to 'Assets > Links' from the sidebar.
If no Links have been added yet, you'll see two options for creating a Link. Click either "+ Add Link" button to begin the process.
Once on the 'Add Link' page, fill in the content as you see fit:
1. Link Title: Typically the name of the file, or a similarly descriptive name.
2. Featured Image: Add a screenshot of the document or web page for easy visual reference.
3. URL: The external link to a website or file. Most platforms have a convenient "Share" or "Copy link" function. Copy and paste that link here. CHECK YOUR PRIVACY SETTINGS before you add the link to make sure it's accessible for those you intend to have access.
4. Link Type: Select the appropriate category for the type of content your link represents to make it easier to sort and find 'Links' in the future.
5. Add to Collection: For best results, create 'Collections' before adding a 'Link'. Collections can be used to gather together related content for projects, tasks, or general organization needs. Grouping 'Links' together into a 'Collection' makes it easy to share an evolving list with others in a consolidated space.
6. Add to Timeline: The 'Timeline' offers a historical view of your 'Links'. This feature can be especially helpful when you remember approximately when a resource was shared, but not what it was called. Or, when you want to explore the history of content shared throughout the lifecycle of a project, especially to review in-progress deliverables against a SOW document, or to fact-check when files were shared.
7. Notes: Use this field to provide additional context about why it's being shared. Provide instructions, describe changes made to a file version, or call attention to a specific point in a document or article.
When finished, click the 'Save' button in the top right corner to save your work.
The form to add a 'Link' will refresh after saving. Choose whether to add another 'Link'.
To return to the rest of the Portal, navigate using the breadcrumbs in the top left corner. Click on your organization's name to return to the Brand Foundation page, or on 'Links' to return to view your recently added Link.