There are several places where you can create a new persona.
#1 Dashboard page
On the Dashboard page, click ‘+ADD NEW’ and...
…go to the ‘Personas’ tab. Select a persona and hit ‘ADD’:
You’ll be taken to a new document page:
Note: If you don't add any tag to the document, it will be visible only to you and the people you share this doc individually.
#2 Tag page
Open up a tag to which you want to add a new persona. You can find a list of tags on the left panel:
Click on the ‘ADD NEW’ button and select a persona.
#3 Document page
This can be either a persona page...
...or a journey map page.
Also, feel free to check out our Template library. You can add any of the templates to your workspace and tweak it to your project needs.
Note: By adding a persona template to your workspace, you create a new persona inside the workspace.
How to add and remove tags
Documents inside a workspace can have multiple tags.
You can assign a tag to your persona:
On the Dashboard page
Go to the settings in the Tags column…
…or to the document settings:
You can also assign tags to documents in bulk:
On the Tag page
Creating a persona on a Tag page automatically assigns this tag to the persona. You can remove this tag or add more tags afterwards if needed.
On the document page
You can manage tags on the Settings popup:
Note: If a document has no tags, it is visible only to its creator. To make it visible to other people, this user can:
assign the document a Workspace tag, making it available to everyone in the workspace;
assign the persona a personal tag and share this tag with specific people;
share this document individually with others:
