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Core platform features
Core platform features
Sharing, linking, collaboration, reporting, notifications, search
+1
24 articles in this collection
Written by
Adrian King,
Richard Parker,
Ksawery Lisinski
and 1 other
Recently viewed items
Home page; Recently viewed items
Written by
Oliver Jeffcote
Updated over a week ago
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
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
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
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
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
Public spaces
Public space; Promoting process content; Promote business; Public maps;
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
Copy processes from a Public Space
View and copy process maps from Public spaces
Written by
Ksawery Lisinski
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
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
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
Following
Follow and favorite items on the home page
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
Feedback / comments
Feedback; Comments; Feedback tab; End user feedback
Written by
Ksawery Lisinski
Updated over a week ago
Custom tags
Manage tag lists
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
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
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
Notifications
Notification of invites, report generations and other internal processes
Written by
Ksawery Lisinski
Updated over a week ago