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Team Space

The Basics

Welcome to your ultimate productivity platform.

Xtensio for Business is your organization’s private and branded collaborative hub for creating, presenting and managing all of your visual and strategic collateral. Loop in clients and stakeholders to collaborate in real-time, control access levels and manage your team’s workflow. 

Create your team

Choose a custom url, add your logo and your core team members. Once you create your team, you’ll land on your team’s dashboard, your team members will receive email invites to join and you can begin collaborating on folios. Learn how.

Manage your team

Collaborate with internal employees as team members and add clients and stakeholders as premium and single-folio guests. Control access levels and remove users at any time. If a team member is removed from the team, any folios they created will be transferred to the owner of the team account. Learn how.

Customize your team’s style guide

Owners and admins can add fonts styles and colors (coming soon) to the smart style guide. Set the default font to align with your brand. Only the fonts available on the style guide will be available for team members and guests to use when creating new folios. Learn more. 

Add Collaborator

Collaborate

Create your folios together, from across the room or across the world. Learn how.

Share

Share

Share your folio’s responsive weblink privately or publicly. Learn how.

present

Present

With one click your folio turns into a full-screen digital slideshow. Learn how.

export

Download

Export your entire folio or individual elements as a PDF or PNG. Learn how.

Navigate your dashboard.

Switch between dashboards

You can login to your Team Space directly via your team’s URL (e.g. myteam.xtensio.com)

You can also switch between your personal dashboard and the team dashboard through the profile menu. Learn how.

Import folios

Transfer folios from your personal dashboard to your team dashboard. If you had collaborators added to imported folios, they will be removed and you’ll need to add them again as team members or guests. All imported folio links will be updated with your team URL. Learn how.

Simplify your workflow.

Share, present and export

No more jumping from platform to platform. Flexibly create and display your folios any way you need. Share it as a customized, responsive link. Present it like a slide show. Export it as a PDF or PNG. Learn more.

Organize your folios with channels

Group your folios by category: template type, client, department, etc. Assign multiple channels to any folio. Customize the channel’s landing page to share a batch of folios and add a password. Learn how. 

Track progress with folio stats

Keep tabs on your team’s work. View basic analytics of your folios to see open rate, how many collaborators have access, how many edits have been made to the folio and other engagement data points. Learn how.

Build your toolkit.

Utilize complete toolboxes

Frameworks for every step of your process, from strategy and operations to bizdev and marketing. Toolboxes include templates with instructions, editable examples, and ‘how-to’ guides.

Save custom templates

Personalize one of the premade templates specifically for your company or create your own template for the team to use again and again. Share your templates with the Xtensio community. Learn how.

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