Core platform features

Recently viewed items

Home page; Recently viewed items

Written by Ollie Jeffcote
Updated this week

Spaces

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

Written by Ksawery Lisinski
Updated this week

Create new Space

How to create new Spaces?

Written by Ksawery Lisinski
Updated this week

Invite users or import users to a space

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

Written by Ksawery Lisinski
Updated this week

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 this week

Setting your default Elements Space

Setting your default Elements Space

Written by Ksawery Lisinski
Updated this week

Change domain on the Space

Written by Ksawery Lisinski
Updated this week

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 this week

Public spaces

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

Written by Ksawery Lisinski
Updated this week

Delete Space

How to delete a Space?

Written by Ksawery Lisinski
Updated this week

Copy processes from a Public Space

View and copy process maps from Public spaces

Written by Ksawery Lisinski
Updated this week

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 this week

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 this week

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 this week

Following

Follow and favorite items on the home page

Written by Ksawery Lisinski
Updated this week

Managing links with the URL Library (PRO)

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

Written by Ksawery Lisinski
Updated this week

Feedback / comments

Feedback; Comments; Feedback tab; End user feedback

Written by Ksawery Lisinski
Updated this week

Custom tags

Manage tag lists

Written by Ksawery Lisinski
Updated this week

Creating, populating and reporting on Data Tables

How to capture structured information or extend the meta data

Written by Ksawery Lisinski
Updated this week

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 this week

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 this week

Filter and Search

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

Written by Ksawery Lisinski
Updated this week

Reporting

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

Written by Ksawery Lisinski
Updated this week

Notifications

Notification of invites, report generations and other internal processes

Written by Ksawery Lisinski
Updated this week