Getting Started

Workspace Overview #

Navigation Links
Much of the management can be done from the dashboard itself, but you can also jump into a sub-area if you need a deeper dive and a larger space to work in. At the top of your dashboard, you will find navigation links to each of the sub-areas of your cubicle. These are grouped by category to assist with navigation:

Utilities

  • Schedule
  • Bookmarks
  • Tags

Work

  • Sprints
  • Projects
  • Tasks
  • Recurring Objects

Reporting

  • OKRs
  • Reports
  • Status Reports

Information

  • Document Library
  • Build Tracker
  • Sticky Notes
  • People

Vault

  • Archive
  • Backups
  • File Manager
  • Deleted Items

DASHBOARD

The dashboard includes views of each of your key areas:

Sticky Note Wall
The Sticky Note Wall surfaces your active sticky notes by tag. Archive sticky notes that are no longer needed. Toggle views to see Active or Archived sticky notes.

Recurring Objects
Recurring Objects allow you to keep track of repeating tasks, tags, stress levels, and highlights for a recurrence period.

Schedule
Today’s schedule is available at a glance from your dashboard in both a visual timeline view and a list view. Click “Today” within the timeline view to zoom to the current time. The orange dot in your meeting list represents appointments currently in progress. Toggle quickly to the calendar view to see your month of meetings and events contextually.

Document Library
Documents that are ready for review will surface on the dashboard. Switch to the “Sticky” view to see important documents that you’ve pinned.

Scratch Space
The Scratch Space is a temporary space to quickly capture information that can be deleted later.

  • Quick Meetings
  • Quick Notes
  • Quick Reminders
  • Quick Tasks
  • Quick Links

Projects
Projects represent work that involves multiple steps or stages to complete. Projects may relate to the Document Library, Status Reports, Meetings, People, and Tasks. Projects are broken out on your dashboard by size (large or small). Large projects may take stages to complete. Small projects may be simpler and not require stages.

The percentage completed progress bar is calculated based on the current date matched against the project start and end dates.

Sprints
Sprints represent organized collections of planned work (tasks) to be completed during a specific timeframe (for example, every two weeks). Link tasks to sprints to plan for the weeks ahead. Each sprint may have a unique name and cover image for quick identification. Sprint cards display the sprint date range, a progress bar showing task completion, and the number of completed tasks against the total number of tasks.

Tasks
Tasks are things to do and may relate to Projects and Sprints. Tasks can also be generated as action items from meetings. Tasks are added to the backlog by default. Associate tasks with a Sprint to plan your workload for the weeks ahead.

Completed tasks drop from the task list on the dashboard.

Getting Started #

Adding people

  1. Click on the “People” page link in the navigation section of the dashboard
  2. Click the blue “New” button to create a new person
  3. Enter contact, social media, and company information for the person
    Once people have been added to the database, they may be associated with meetings, projects, documents, and tasks.

Creating new tags
Tags are managed from a single master tag database. Several common and useful tags have already been created for you. To add new tags to the master tag database:

  1. Click on the “Tags” page link in the navigation section of the dashboard
  2. Click the blue “New” button to create a new tag
  3. Enter the tag name and optionally add a visual icon

Once the tag has been added to the database, it may be associated with documents and tasks. A visual display will show a breakdown of the tag usage across documents and tasks. Most used tags will float to the top of the tag wall. You can view any documents or tasks that are associated with a tag by clicking to open the tag. An aggregated list of associated documents and tasks will display in the body of the tag page.

Customize recurring objects checklist
Recurring Objects allow you to keep track of repeating tasks, tags, stress levels, and highlights for a recurrence period:

  • Weekly
  • Bi-Weekly
  • Monthly

By default, there are checklist items for:

  • Timecard
  • Status Report
  • OOO Responder

You may customize this recurring checklist to match your specific needs. Delete the default checklist properties and create your own, or change the names of the existing properties to your own custom values.

Customize each of the weekly, bi-weekly, and monthly views to show only the checkbox properties that you want to display:

  1. Click the ellipsis (three dots) next to the blue “New” button
  2. Select “Properties”
  3. Click on the eye icon to hide/show the properties that should display for the selected view
  4. Repeat for each of the other views

Now, when toggling between views you will see only the appropriate checkboxes for that view.

Creating recurring objects

  1. Click the down arrow next to the blue “New” button
  2. Select the template for the recurrence cycle (weekly, bi-weekly, mon