Core platform features

Sharing, linking, collaboration, reporting, notifications , search

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

Space

Team space; Create space; Personal space; Manage space ; Public space; Space Management
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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?
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Written by Ksawery Lisinski
Updated over a week ago

Invite or import users to the space

Space invite; Add user to the space; Space sharing; Space access
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Written by Ksawery Lisinski
Updated over a week ago

Managing access rights (PRO)

Control who can invite to Space, create process maps and share content from the space
Ksawery Lisinski avatar
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
Richard Parker avatar
Written by Richard Parker
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
Ksawery Lisinski avatar
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 over a week ago

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

Feedback

Feedback; Comments; Feedback tab; End user feedback
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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

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

Multiple tabs in the browser

A powerful approach when process 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, Processes, 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 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

Public spaces (PRO)

Public space; Promoting process content; Promote business; Public maps;
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Written by Ksawery Lisinski
Updated over a week ago

Copy processes from a Public Space

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