How to Add Platform Content to Desk Research

Adding platform content like documents, projects, news feeds, and Knowledge Zones to your Desk Research lets you utilize and highlight relevant content and saves you the hassle of uploading anything new. 

You have three options to add platform content to Desk Research – using the Notebook, using the Current Activity feature, or directly from a content card. 

To add Notebook content to your Desk Research: 

1. Open a new or existing piece of Desk Research 
2. Navigate to the section where you want to add content 
3. Open the Current Activity area by clicking on the “Get content from Current Activity” shortcut in the top right of your screen – this is where you would usually see the Notebook shortcut 
4. Click Notebook in the top-left of the pop-up window 
5. Find and select the Notebook section or collection with the content you want to add 
6. Drag and drop a piece of content directly into the Desk Research section 

The content will be immediately added and saved to your Desk Research. The content will not be removed from your Notebook. 

To include existing content in your Desk Research using the Current Activity shortcut: 

1. Open a new or existing piece of Desk Research 
2. Go to the area of the platform where you want to search for content 
3. Click the Plus Icon in the top-right corner of any content card, or drag and drop into the “Add content to Current Activity” shortcut in the top-right of your screen 
4. Return to your Desk Research by clicking on the title of your Desk Research in the top-left of your screen, or by clicking on “Current Activity” in the shortcut button in the top-right of the screen 
5. Open the Current Activity  
6. Drag and drop the piece of content into the Desk Research section  

To add platform content to Desk Research via a content card: 

1. Find the content you want to use in your Desk Research 
2. Click the Three Dot Icon in the bottom right corner of the card 

A list of spaces where you can add the content will appear. 

3. Find and hover over the title of your Desk Research

The titles of all your Desk Research sections will be displayed. 

4. Select the section where you want to add content. 

The content will be immediately saved in your Desk Research section. 

Insider Tips: 

• Your “Current Activity” is a shared workspace for everyone collaborating on a piece of Desk Research, while the Notebook is a private workspace 
• The Current Activity function is automatically activated when you move to other areas of your platform from within a piece of Desk Research 
• The Notebook shortcut is temporarily replaced by the Current Activity shortcut when working within Desk Research