Use the Governance Dashboard to perform a bulk content audit, identify ownership gaps, and clean up your library.
Auditing and Cleaning Up Your Content
Start here when: You want to perform a bulk content audit, identify ownership gaps, or clean up your library to improve searchability and discoverability.
The Audit Your Content table is your most powerful tool for bulk content management. You can review all content at once or use the Recommended Content Categories to Review filter to drill into specific subsets.
For each piece of content you can see:
- Content Name and Type
- Freshness Factor (Fresh/Stale/Hot/Cold)
- Last Viewed Date and Last Edited Date
- Created On Date and Creator Name
- Hidden (Yes/No) and Shareable (Yes/No)
- Total Views and Unique Viewers
- Total Times Sourced by AI Sidekick
- Custom Field values (e.g., Expiration Date)
- Total Teams with Access
- No Expert Assigned (True/False)
Use this table to tackle the following audit tasks:
| Audit Task | How to Do It | Action |
|---|---|---|
| Find Hot but Stale content | Filter for Hot = True and Stale = True | Update immediately — this is high visibility, potentially inaccurate content |
| Find zero-view content | Filter by Last Viewed Date with no views in 90+ days | Review relevance — if obsolete, Delete or Hide using the ellipsis (...) menu |
| Find unowned content | Filter for No Expert = True | Assign an Expert to drive accountability for future updates |
| Find expiring content | Filter by your Expiration Date custom field | Review and update before expiration to prevent stale content from slipping through |
| Find content hidden from teams | Filter by Total Teams with Access = 0 | Review and update permissions or delete if no longer relevant |
Best Practices
- When updating hot content, click Save without notifying users — this refreshes the Last Edited Date and maintains trust without causing notification fatigue from minor updates.
- Use the No Expert = True filter regularly to catch content that has lost its owner due to role changes or offboarding, rather than waiting for an annual review.
- Use custom fields like Expiration Date to build a proactive review schedule, and always check Total Teams with Access before deleting content, since widely-used content needs a replacement or redirect rather than hiding it (hidden content still clutters your library).
- Filter for Cold + Stale content as your lowest-risk starting point for deletion.