Managing Stages & Steps

Resource Hubs are organized into a two-level hierarchy:

Stages are the top-level sections (e.g., "Introduction", "Demo", "Pricing")
Steps are individual content items within each stage (e.g., a PDF, a video, an editor page)

This structure lets you guide recipients through your content in a deliberate sequence while giving them freedom to explore at their own pace.

Working with Stages

Adding a Stage

Open your Resource Hub in edit mode
Click + Add Stage at the bottom of the stage list
Enter a stage title
Press Enter or click away to save

Editing a Stage

Click the stage title to rename it inline. Use the stage's ··· menu to access:

Rename — edit the title
Add step — add a new step inside this stage
Duplicate — copy the entire stage including all its steps
Delete — remove the stage and all its steps

Deleting a stage permanently removes all steps and uploaded content inside it. This action cannot be undone.

Reordering Stages

Drag the ⠿ handle on the left of any stage to reorder it. The order is saved automatically.

Stage Visibility

Each stage can have one of three visibility states:

State	What visitors see
Visible	Stage and all its contents are accessible
Locked	Stage appears in the navigation but cannot be opened (shows a lock icon)
Hidden	Stage is completely invisible to external visitors

To change visibility:

Hover over the stage
Click the eye / lock icon in the stage header
Select the desired state

Use Locked for upcoming content you want to tease — for example, locking a "Pricing" stage until after your first call creates a sense of progression.

Stage Status

Optionally track the completion state of each stage (useful when the hub represents a project or onboarding checklist):

Status	Meaning
No status	Default — no indicator shown
To Do	Work not yet started
In Progress	Actively being worked on
Done	Completed
Cancelled	No longer applicable

Status is visible to both internal users and external visitors (unless you disable status display in hub settings).

Working with Steps

Adding a Step

Inside a stage, click + Add Step
Enter a step title
Choose or upload content (see Content Types below)

Editing a Step

Click any step to open its detail panel on the right side. From here you can edit:

Title — the step name shown in navigation
Content — the attached asset (PDF, video, image, editor)
Thumbnail — a custom icon or color for the step card
Tooltip / Comment — a short text note or video message attached to the step
Allow download — toggle whether visitors can download the file

Reordering Steps

Drag the ⠿ handle on any step row to reorder within a stage. Changes save automatically.

Step Visibility

Steps support the same Visible / Locked / Hidden states as stages. This lets you progressively reveal content within a stage.

Steps also support the same status states (To Do, In Progress, Done, Cancelled). Use these to show progress on deliverables — for example marking each onboarding task as Done as your team completes it.

Status display can be disabled globally in hub settings if you prefer a cleaner presentation.

Deleting a Step

Open the step's ··· menu and click Delete. The step and its linked content are removed from the hub.

Content Types

Each step holds one piece of content. The following types are supported:

Rich-Text Editor

A full rich-text editor for custom pages — ideal for written overviews, agendas, or FAQs.

Add or open a step
Select Editor as the content type
Write and format directly in the editor (headings, bold, lists, links, images)

PDF Upload

Upload a PDF document. Visitors view it inline using the built-in PDF viewer.

Select Upload as the content type
Drag and drop or browse for a .pdf file
Toggle Allow download to control whether visitors can save the file

Image

Upload a single image (PNG, JPG, GIF, WebP).

Video

Embed a video from a URL (YouTube, Vimeo, Loom) or upload a video file directly.

Cover Page

A visual header card — great for the first step of a stage to set context with a title, subtitle, and background image.

Use a Cover Page as the first step of every stage to give visitors a clear intro before diving into documents.

Step Thumbnails

Thumbnails appear on step cards in the navigation sidebar. You can customize them with:

Icon — choose from a library of icons
Image — upload a custom thumbnail image
Background color — set a solid color if no image is used

A well-chosen thumbnail makes navigation more visual and easier to scan for visitors.

Tooltips & Comments

Every step can have an attached tooltip — a short message or video note that appears when a visitor hovers or clicks the info icon:

Text tooltip: A few sentences of context (e.g., "Watch this 2-min video before the call")
Video tooltip: Record or link a short video message (e.g., a Loom)

Tooltips are not part of the main content; they're supplementary guidance.

Visitor Comments

Visitors and team members can leave comments on individual steps. This turns the hub into a two-way collaboration space.

To manage comments:

Disable comments globally: Hub Settings → toggle Disable comments
Reply to a comment: Open the Comments panel on the step and type a reply

Best Practices

Stage Structure

Keep stages to 4–6 per hub for clean navigation
Use action-oriented titles: "Review the proposal" rather than "Proposal"
Put the most critical content first — many visitors won't reach later stages

Step Depth

Keep each step focused on one thing — one PDF, one video, one topic
3–6 steps per stage is usually ideal
Use the editor type for context-setting, assets for the actual deliverable

Progressive Disclosure

Use visibility states deliberately:

Start with key intro stages visible
Lock or hide deeper content (pricing, legal)
Unlock stages as the deal progresses

This gives you a reason to re-engage prospects ("I've just unlocked the pricing stage for you").