Core platform features

Sharing, linking, collaboration, reporting, notifications, search

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22 articles in this collection
Written by Adrian King, Richard Parker, Ksawery Lisinski and 1 other

Multiple tabs in the browser

A powerful approach when process mapping and linking between objects (requirements, process, and ref model)

Written by Ksawery Lisinski
Updated over a week ago

Spaces

Spaces

Team space; Create space; Personal space; Manage space; Public space; Space Management

Written by Ksawery Lisinski
Updated over a week ago

Create new Space

How to create new Spaces?

Written by Ksawery Lisinski
Updated over a week ago

Public spaces

Public space; Promoting process content; Promote business; Public maps;

Written by Ksawery Lisinski
Updated over a week ago

Setting your default Elements Space

Setting your default Elements Space

Written by Ksawery Lisinski
Updated over a week ago

Change domain on the Space

Written by Ksawery Lisinski
Updated over a week ago

Delete Space

How to delete a Space?

Written by Ksawery Lisinski
Updated over a week ago

Space permissions

Managing user permissions on a Space

Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor

Written by Ksawery Lisinski
Updated over a week ago

Invite users or import users to a space

Space invite; Add user to the space; Space sharing; Space access

Written by Ksawery Lisinski
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

Written by Richard Parker
Updated over a week ago

Managing access rights

Control who is a member of the Space. Who can see content, create/edit process maps, Org/Ref models, libraries Control who can invite share

Written by Ksawery Lisinski
Updated over a week ago

Finding information

Recently viewed items

Home page; Recently viewed items

Written by Oliver Jeffcote
Updated over a week ago

Filter and Search

Filtering on lists: Spaces, Processes, Resources, Data Tables, Users etc

Written by Ksawery Lisinski
Updated over a week ago

Reporting

Reports on processes; Reports on diagrams; Reports in URL library;

Written by Ksawery Lisinski
Updated over a week ago

Following

Follow and favorite items on the home page

Written by Ksawery Lisinski
Updated over a week ago

Notifications

Notification of invites, report generations and other internal processes

Written by Ksawery Lisinski
Updated over a week ago

Documentation / attachments

Links & attachments

Links; attachments; how to add a link; how to add documentation; link other items; how to attach an image, requirement, story, process

Written by Ksawery Lisinski
Updated over a week ago

Managing links with the URL Library (PRO)

Control all the URL links to document management systems and apps centrally

Written by Ksawery Lisinski
Updated over a week ago

User groups and attachment visibility rights

How to group space users and set different attachments visibility to different user groups

Written by Ksawery Lisinski
Updated over a week ago

Creating, populating and reporting on Data Tables

How to capture structured information or extend the meta data

Written by Ksawery Lisinski
Updated over a week ago

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

Written by Adrian King
Updated over a week ago

Custom tags

Manage tag lists

Written by Ksawery Lisinski
Updated over a week ago