Build a structured, folder-like repository to eliminate clutter and ensure your team can navigate complex knowledge ecosystems with ease.
📌 Quick-Jump Topics
- 1. How to Understand Topics and Sub-Topics
- 2. The Setup Workflow
- 3. Structural Navigation
- 4. Strategic Use Cases by Team
- 5. Managing Roles & Permissions
1. How to Understand Topics and Sub-Topics
Understand the hierarchical relationship between primary Topics and nested content layers to build a logical folder-like system.
| The Logic | Topics: Act as primary containers for Speks, synced files, and uploaded files. |
| Sub-Topics: Existing Topics that are linked to a Parent Topic to create a hierarchy. | |
| Content Integrity: Information remains unchanged even when mapped to multiple hierarchical levels. | |
| The Structure | Nesting Depth: There is no limit to nesting levels, though keeping it simple aids navigation. |
| Categorization: Effective hierarchy prevents clutter and eliminates content redundancy. | |
| Visibility: Access to any specific level is strictly governed by Team permissions. |
2. The Setup Workflow
Follow these simple administrative steps to build or modify your content relationships within the Spekit Web App.
➕ Creating a Sub-Topic
- Open the Spekit Web App.
- Find the Topic you would like to nest and click Edit.
- Assign a Parent Topic from the dropdown.
- Click Save to confirm the new hierarchy.
➖ Removing a Sub-Topic
- Find the nested Topic and click Edit.
- Open the Parent Topic dropdown.
- Click the "X" or select the specific Topic to remove the link.
- Click Save to return the Topic to a top-level status.
3. Structural Navigation
Master the visual trailheads that help your team move through multiple levels of information without losing their place.
🔗 Breadcrumb TrailsInstantly track your location and jump back between levels using the header navigation:
|
🖱️ Interactive ContainersClick any Parent Topic to immediately reveal its associated Sub-Topics. You can open Speks and files directly from any level within the nested hierarchy. |
4. Strategic Use Cases by Team
Explore industry-standard blueprints for organizing your sales, marketing, and success collateral for maximum speed-to-revenue.
💰 Sales Playbooks
Sales teams need quick access to relevant materials to close deals efficiently. Organizing sales resources into Sub-Topics ensures reps have the right information at their fingertips.
-
Parent Topic: Sales Playbooks
- Sub-Topic: Discovery Questions - Key questions to qualify leads and uncover pain points.
- Sub-Topic: Objection Handling - Responses to common customer objections with best practices.
- Sub-Topic: Competitor Battlecards - Quick-reference guides comparing your product to competitors.
📣 Marketing Campaigns
Marketing teams manage multiple campaigns and initiatives. Structuring marketing content into Sub-Topics helps streamline workflows and ensure alignment across projects.
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Parent Topic: Campaigns
- Sub-Topic: Q1 Product Launch - Key messaging, timelines, and collateral for the launch.
- Sub-Topic: Social Media Strategy - Best practices and content calendar for social media posts.
- Sub-Topic: Email Templates - Standardized templates for nurture, promotional, and transactional emails.
🤝 Customer Success
Customer Success teams require organized documentation to support customers effectively. Sub-Topics help categorize customer resources for seamless onboarding and retention efforts.
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Parent Topic: Onboarding & Training
- Sub-Topic: Customer Welcome Guide - Steps for onboarding new customers successfully.
- Sub-Topic: Renewal Strategies - Best practices for retaining customers and increasing renewals.
- Sub-Topic: FAQs & Troubleshooting - Common issues and solutions for customer inquiries.
🚀 Global Onboarding
Onboarding new employees effectively requires structured resources. Sub-Topics allow teams to break down onboarding content into relevant sections.
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Parent Topic: Employee Onboarding
-
Sub-Topic: General Company Overview
- Sub-Topic: Mission & Values - Introduction to company culture and goals.
- Sub-Topic: Policies & Compliance - Key HR policies, security, and workplace guidelines.
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Sub-Topic: Role-Specific Training
- Sub-Topic: Sales Onboarding - Playbooks, CRM training, and call scripts.
- Sub-Topic: Customer Success Onboarding - Customer journey overview and case study reviews.
- Sub-Topic: Marketing Onboarding - Brand guidelines, campaign management tools, and content strategy.
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Sub-Topic: General Company Overview
5. Managing Roles & Permissions
Learn how permissions govern visibility and administrative control across your content hierarchy.
| User Role | Hierarchical Capabilities |
|---|---|
| Admins & Experts | Create, edit, reorder, and delete Topics & Sub-Topics. Associate content with any level and manage granular Team access. |
| Viewers | View and search Topics/Sub-Topics. Navigate and interact with the folder-like hierarchy to consume content. |
🚨 IMPORTANT: Access is assigned at the individual Topic level. Being able to view a Parent Topic does not automatically grant access to its Sub-Topics.