Navigation not only helps users access content throughout your intranet, it helps them to understand what information is available on the site.
There are two main types of navigation available for intranets: Global Navigation for every page, and Site Navigation for a specific site.
Navigation is one of those things that's easy to create, but hard to do right. Given that you're creating navigation for your users, we highly recommend getting users involved in the process. We have some great blog posts to help you on your journey.
From the Intranet Connections Blog
Not sure where to start with your navigation? Get users involved - they're the ones who will be using the intranet daily and need to locate information.
Card sorting is a very helpful method; to do this, give 10-15 representative users (either individually or in small groups) cards that are a representative sample of intranet content, and ask them to group them into meaningful categories and name them. Finesse the categories and their names with your project team, then get a new set of users to place the same content cards into the new categories. Finesse the categories again. Work with the project team to draft possible future content items for the intranet - do those fit within the categories? If not, finesse the categories again as needed.
Learn more in this helpful article from the UX review, Card Sorting - The Beginner's Guide.
Global Navigation appears on every page of your intranet, typically along the top of the page, as shown in the example below. The navigation style may vary, and can include a simple click on a name in the navigation to land on the page, drop down menus, or mega menus with categories and lots of choice.
To edit the Global Navigation, click the edit pencil on the right side of the top navigation, as shown in the image below.
If you just want to edit the navigation, mouse over the area and follow the information for Edit Navigation.
If you want to add a new section to the Global Navigation, click the large + sign on the right. You'll be presented with the choice of three options for your new section, as follows. Note that it isn't possible to convert one type of navigation to another (e.g. change Single Menu to Mega Menu); you would need to create a new menu section of the type you want, then delete the unwanted type.
After making your changes, when you're satisfied with your new menu item, click Save Menu at the bottom of your screen.
Regardless of the type of navigation, the editing process is very similar. Follow these steps:
- Access the edit interface for the type of navigation:
- For Global Navigation, click the edit pencil (far right) in the top bar then either mouse over the section or for Mega Menus click the widget edit pencil.
- For Site Navigation, click the edit pencil to the right of the name to Manage Site Navigation.
- As you mouse over existing menu items, you'll see options to either drag and drop (1) that item to a different position within the navigation; edit the item (2) to change its name, link, or icon; or delete the item from the menu (3). Note that if you delete the item you're only deleting it from the menu, and it still exists on your site.
To add a new menu item:
- Go to the bottom of your menu and click + New Menu Item.
- Choose whether you're linking to a Site, App, Page, or Link (you can switch back and forth if you change your mind).
- If you choose one of the first three, you'll be shown a list of all of that type of asset, grouped by Site name.
- If you're not sure what type of intranet asset you're linking to, just paste its link and the software will automatically fill in its name (which you can edit if you like).
- If you're adding a Link
- paste the URL in the Link Address field (1)
- add a text display name in the Link Name field (2)
- in the Link Target field (3), choose whether the link should open within the same window or in a new window (best practice for links external to your intranet)
- Click OK to confirm your menu choice.
- If you're done adding menu items, click Save Menu at the bottom of your screen.