Workdocs are flexible, multi-media documents where you and your team can record all notes and ideas related to one central topic. Widgets are fun little apps that you can add to your dashboard and customize however you like! If you think of your dashboard as a corkboard, widgets would be all of the images, calendar, sticky notes, and documents you pin up! They give you a big-picture view of your team's projects and progress, and allow you to keep your team focused and motivated on high-level goals and boost productivity! They are dynamic, and can be fully customized and filled with apps and widgets. Note: Admins of an Enterprise plan will be able to view high-level details of a Private board such as its name, subscribers, and creation date via the content directory.ĭashboards are a great way to display data from multiple boards all in one place. This feature is available from the Pro plan and up! Private Boards are only for internal users, meaning that you cannot invite guests to view them. ![]() Private Boards are a type of board with permission settings that allow the board to be visible only to the user who created the board and those invited to join this board. This feature is available from the Standard plan and up! They can be used to share a board with guests outside your team or company, such as clients, interns, or freelancers. Shareable boards are a type of board with permission settings that allow the board to be visible to anyone with a link to the board. All Main Boards will be accessible and transparent to your team members or viewers in your account. Main Boards are a type of board with permission settings that allow the board to be visible to anyone within your account. You can use a board to manage anything from a project to a roadmap, sales pipeline, budget… the possibilities are endless! ![]() Think of it as a virtual whiteboard where projects are stored as a way to keep track of everything from everyday tasks to month/year-long projects. ![]() They add an extra level of organization and classification so that you can always find what you're looking for!Ī board is where you manage all of your workflows. They can be created within your workspaces to keep all relevant boards together. For example, you could create Sales, Marketing, Design, and HR Workspaces, and then drag and drop all the related boards, dashboards, workdocs, and more into the corresponding workspaces.Ī folder can group and store similar boards together. Workspaces are especially useful for companies that have a number of different departments. They can be used to organize information according to different teams, projects, or whatever other categories your team operates with. Workspaces can be thought of as large, organizational folders used to categorize the content in an account. Tip: If you're still trying to find your way around, take a look at this article to learn how to get started with !
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