Team Space - Creating and managing Spaces

Team Space allows sharing and collaboration in a secure work area

Written by Ksawery Lisinski
Updated over a week ago

Managing user permissions on a Space

Setting user rights in a Space

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

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

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

Links & attachments

Linking rich text notes, data tables, images, and urls to process activities, requirements and stories.

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

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

Following

Follow and favorite items on the home page

Written by Ksawery Lisinski
Updated over a week ago

Comments

Collaborate and comment on content

Written by Ksawery Lisinski
Updated over a week ago

Custom tags (PRO)

Manage tag lists

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

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 (PRO)

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

Written by Ksawery Lisinski
Updated over a week ago

Reporting

Report on every object. Filter, sort and export to MSExcel

Written by Ksawery Lisinski
Updated over a week ago

Embedding diagrams in other apps

How to embed Catalyst diagrams in other apps

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

Using Public Spaces to promote content (PRO)

How consultants can promote business and share process maps

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