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Dashboard
Your dashboard is your team’s home: find, organise, duplicate and delete deliverables.
Dashboard Basics
Your dashboardYour dashboard is home: everything you’re working on, organised into project workspaces. What’s on it Top bar: Project workspaces (the dashboard itself),…→
Delete and recover deliverablesDelete From the dashboard: hover over the card, open its More menu (the three dots) and choose Delete. From the editor: choose…→
Duplicate a deliverableMake a copy of a deliverable, for example to reuse last month’s report for a new client. From the dashboard Hover over…→
Find your deliverablesYour dashboard opens on Recent Deliverables, your latest work with the newest first. To narrow it down: Choose a project workspace in…→
Project workspaces
Organize deliverables with project workspacesProject workspaces group related deliverables, for example everything for one client or one project, and let you decide who can see them.…→
Create a new project workspaceA project workspace groups the deliverables for one client or project and decides who can open them. Choose + New project workspace…→
Adding and removing project workspace collaboratorsPeople you add to a project workspace can work on every deliverable in it, so you don’t have to invite them to…→
Share project workspacesThere are two ways to share a whole project workspace. Invite people in Add clients or colleagues as collaborators and they can…→
Project workspace rolesWhat someone can do in a project workspace depends on their team role and how the project workspace is set up. Team…→
Add deliverables to a project workspaceCreate a deliverable inside it Open the project workspace, then choose + Add Deliverable and Start with Blank (or another start). In…→
Project workspace pagesEveryone you invite to a project workspace sees its deliverables together in one place, under your team name and logo. To change…→