At UXPressia, we believe that keeping your workplace in order is key to greater productivity and more efficient team collaboration. That’s why your dashboard has a number of features that will help you keep all your documents organized and easily accessible. Let’s take a look at each of them.
The first tab in the left panel of the dashboard opens the list of documents in the given workspace.
The documents table lets you sort, share, copy, present, move, and delete your documents without having to open them.
Also, you have the “Shared with me” tab that shows all the documents shared with you personally.
⚠️ If you have the role of a contributor in more than 1 workspace, you can switch between workspaces through the left panel. Read more about workspaces in UXPressia here.
There are different ways to display documents on the dashboard:
As a table. You can group, sort, and filter documents to adjust the list and save your preferences as a custom View.
As the Design View (available to Enterprise users) to see the hierarchy and relations between different documents;
Let’s get a closer look at the Documents view.
Tags are the keywords that users can attach to any document inside a workspace, making it easy for them to group documents based on specific criteria, filter them, and manage access to documents with the same tag.
The list of documents you see depends on the tags you have access to, which means you see all the documents with workspace tags and some documents with personal tags.
For example, if you have documents with a personal tag and this tag is not shared with anyone, you will be the only one who sees them.
If someone from your team inside the workspace shares with you their personal tag, you will see their documents with this tag on your dashboard.
Setting custom Views
You can tweak the documents table according to your needs:
By grouping your documents. For example, grouping by status can help you focus on the documents that require action.
By filtering documents. For example, you can hide the documents owned by other team members (i.e., filter them by the owner). This can be useful to make your dashboard less crowded.
Sorting documents. For example, you can sort them by the last updated date and see the ones that have not been updated for a long time.
Configuring the columns’ visibility and their order.
When you’re done, you can save the table configuration as a custom View to make it available to your teammates inside the workspace.
For example, you can set up separate dashboard Views for each team member:
… or display documents created within a certain period of time (e.g., documents created within the past month).
Each tag has its own page where you can add goals and a description of the tag/project to give your team more context for their work. Besides that, it contains some metadata: the list of users who have access to the tag and the table with all the documents with this tag.
To see how maps and personas inside the tag are connected, switch to the Connections view:
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