Core platform features

Sharing, linking, collaboration, reporting, notifications , search

Adrian King avatar Richard Parker avatar Ksawery Lisinski avatar
20 articles in this collection
Written by Adrian King, Richard Parker, and Ksawery Lisinski

Copying a Data Table to a new Space

How to copy a data table that you have created in one space to be used in another space
Adrian King avatar
Written by Adrian King
Updated over a week ago

Transfer space ownership

Update the primary domain to change space owner - give, transfer or change admin rights to another user
Richard Parker avatar
Written by Richard Parker
Updated over a week ago

Team Space - Creating and managing Spaces

Team Space allows sharing and collaboration in a secure work area
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Managing user permissions on a Space

Setting user rights in a Space
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Written by Ksawery Lisinski
Updated over a week ago

Invite or import users to the space

Adding users individually and importing multiple users - bulk upload
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Written by Ksawery Lisinski
Updated over a week ago

Managing access rights (PRO)

Control who can invite to Space, map and share content from the space
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Written by Ksawery Lisinski
Updated over a week ago

Links & attachments

Linking additional information to process activities, requirements and stories.
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Written by Ksawery Lisinski
Updated over a week ago

User groups and attachment visibility rights (PRO)

How to group space users and set different attachments visibility to different user groups
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Written by Ksawery Lisinski
Updated yesterday

Managing links with the URL Library (PRO)

Control all the URL links to document management systems and apps centrally
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Written by Ksawery Lisinski
Updated over a week ago

Following

Follow and favorite items on the home page
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Written by Ksawery Lisinski
Updated over a week ago

Comments

Collaborate and comment on content
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Written by Ksawery Lisinski
Updated over a week ago

Custom tags (PRO)

Manage tag lists
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Written by Ksawery Lisinski
Updated over a week ago

Creating, populating and reporting on Data Tables (PRO)

How to capture structured information or extend the meta data
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Written by Ksawery Lisinski
Updated over a week ago

Multiple tabs in the browser

A powerful approach when mapping and linking between objects (requirements, process, and ref model)
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Written by Ksawery Lisinski
Updated over a week ago

Filter and Search (PRO)

Filtering on lists: Spaces, Maps, Resources, Data Tables, Users etc
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Written by Ksawery Lisinski
Updated over a week ago

Reporting

Report on every object. Filter, sort and export to MSExcel
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Written by Ksawery Lisinski
Updated yesterday

Embedding diagrams in other apps

How to embed Elements diagrams in other apps
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Written by Ksawery Lisinski
Updated over a week ago

Notifications

Notification of invites, report generations and other internal processes
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Written by Ksawery Lisinski
Updated over a week ago

Using Public Spaces to promote content (PRO)

How consultants can promote business and share your process maps
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Written by Ksawery Lisinski
Updated over a week ago

Copy processes from a Public Space

View and copy maps from Public spaces
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Written by Ksawery Lisinski
Updated over a week ago