What’s new on your dashboard?
Cleaner Design. We completely refreshed the look and feel of the dashboard. Don’t worry, all of your documents will seamlessly appear on the new dashboard.
Templates Tab. By default, your dashboard will display your folios front and center. Templates are now separated onto a “Templates” tab on the navigation bar.
Action Bar. A new action bar appears when you hover over a folio. On the action bar, you’ll find an edit button as well as additional action icons.
But the biggest update of them all?
A new way to organize and share your folios: Channels.
Channels allow you to essentially “tag” each of your folios. Having a method to organize your many folios into groups is essential in decluttering your Xtensio workspace. But beyond that, now you can share whole batches of folios on a special landing page. Here’s how…
Step 1: Create a new channel.
Navigate to the sidebar on the left-hand side to select “+ New Channel” and give your channel a name. You can organize and group your folios by template type, client, or department. Here are some examples of ways you can group your folios.
- By Type: Persona, Lean Canvas, SWOT Analysis, Content Strategy, etc.
- By Client: Company 1, Company 2, Company 3, etc.
- By Department: Marketing, Sales, Operations, etc.
You can employ just one, several, or all of these naming conventions at the same time. When you click on a channel along the sidebar, your dashboard will show you only folios that have been added a specific channel.
Step 2: Add folios to your channel.
Hover your mouse above a folio and press on the tag icon on the bottom right corner. A popup will appear prompting you to select from the channels you had created in step 1 above. You can attach as many channels to a folio as you’d like.
Step 3: Share your channel (share a group of folios).
Another channel feature is the ability to share a batch of folios with team members, stakeholders, or clients. Say you want to share all of your personas with your marketing team or share a specific persona, lean canvas, and content strategy with a single client. Now, by sharing a channel, you are able to share multiple folios at one time.
Channels essentially work like folders. Channels group your folios together and folios can be added to multiple channels. To share a channel, just hover over the specific channel on the left sidebar and click on the share (link) icon. After turning on link sharing, you can grab the unique URL or share via the social media buttons.
Just like individual folios, you can even password protect the whole batch of folios. In this case, anyone who opens the link will have to input a password to access the folios.
Step 4. Customize the landing page.
When you share the link to your channel with a colleague, they will land on a simple page with all of your folios neatly organized. You can add a header and description by clicking “Add Page Title and Description” on the share popup. This is a great way to sleekly present all the documents you created with your team members or clients.
Let us know what you think!
These functions and changes are the first steps towards a more streamlined and user-friendly dashboard. There is a lot more work to be done to smooth out the experience. Your continual feedback plays a huge part in our prioritization of new features so please continue to share your feedback. Shoot us a message via the chat bubble inside the app or tweet us directly with @Xtensio_com.