The Home Views
The Homepage has 2 view options: list view and expanded view. The default view is the expanded view, but once you change the view it will be saved. The Expanded View In this view, you can see the items’ preview. The fields that are displayed n this view are the fields that are marked as […]
View items and communicate
To view items, go to the homepage. Select which view you prefer: List or Expanded View. To learn more about home views, see our Home Views guide. To view the entire item, in any type of view, click on the item. Comment on items Comments are important for communicating with your workspace members. Comment […]
Advanced Search
You can narrow results for complex searches with the Advanced Search filters. Specify your query so we can bring you the most relevant results. Open the advanced search filters The filters are hidden by default. To use the filters, click on the search bar Then, click on the filter icon The filters will open: […]
Create items
An item is a form-like screen, based on your customized workspace’s form (by the workspace’s admin/ manager) which you can fill accordingly. That means that each workspace might have a different item layout- the content is up to you and depends on your workspace’s workflows. Each item is linked to one workspace, but you can […]
The items fields
Each workspace might have a different item layout, with different field types. The following guide will describe the different types that you may see on your item. Titles & Subtitles The titles and subtitles fields are pre-defined fixed texts. Date picker Select any date, future, or past. Short answer Write free text in a few […]
Save drafts
When you write items, a local draft is automatically saved to your device every few seconds. You can also save a draft of your item manually by: Clicking on the X button on the top Selecting “Save as draft”: You will see your drafts on the homepage: Expanded view: “Draft” label List view: “Unpublished” […]
Edit items
You can edit the content of your item at any time. On the home page, click on the 3-dots menu: Or, in the item’s view, click on the 3 stripes menu: Then, click Edit Make the changes you want to make Click Update
Delete items
You can delete your item at any time. Note: deleted items can’t be restored, so be sure you want to delete the item before you do. On the home page, click on the 3-dots menu: Or, in the item’s view, click on the 3 stripes menu: Then, click Delete Confirm the deletion That’s it, your […]
Share Items
You can share items with other people, whether you created them or someone else. You can share the item with people who don’t have access to it yet, or you can share the item again with users who already have access. On the home page, click on the 3-dots menu: Or, in the item’s […]
Collaborate
What is Collaboration? Collaboration allows you to invite others to participate and add content to your item. If you invite collaborators, they can edit your item and add their inputs (only in the designated fields). If they do, they’ll be shown as another author on the item. You can add as many collaborators as you […]