The system allows users to define work processes and organize knowledge efficiently. The action menu within the item is a key tool for executing organizational processes effectively.
Each published item includes action menus that streamline workflows, allowing users to move items between groups, add users, tags, deadlines, and more.
There are two main menus:
Quick Menu – Located on the right side of each published item, accessible by clicking the three dots.
Extended Menu – Provides additional actions for managing information.
The three-dot menu in the post preview allows for quick access to key actions:
Clicking on the three dots will allow us to perform several actions:
Move: Quickly moves an item to the next column or another workgroup, updating its status. Only available for items you created or co-edit.
Assignees: Users responsible for the item. They can be assigned if they have the necessary permissions. In groups, only group members can be assigned.
Watchers: Users who follow the item to receive updates. They can also be added if they have the required permissions.
Chat: Opens the chat for discussions related to the item.
Delete: Removes the item, but only its posts can be deleted.
Expanded View of an Item
Header:
Assignees: Users responsible for the item. They can be assigned if they have the necessary permissions. In groups, only group members can be assigned.
Watchers: Users who follow the item to receive updates. They can also be added if they have the required permissions.
Labels: Users can add custom tags to categorize and organize items, making it easier to filter and track them within the group.
Due Date: Set a reminder for the item to ensure timely completion.
Start & End Date: Define the planned working period for the task or item.
Right Top Bar:
Move: Quickly transfer an item to another column or workgroup.
Checklist: Create multiple checklists to organize subtasks within the item.
Linked Items: Connect related items by creating bidirectional links for easy reference.
Read & Confirm: Assign users to read and acknowledge an item, with notifications sent upon confirmation.
Three Dots / Full View Menu:
Set Progress: Update the completion status of the item.
Duplicate: Copy an existing item within the same or a different workgroup.
Export to PDF: Save the item as a downloadable PDF file.
Share: Copy and share the item’s URL without tagging users.
Go to Chat: Open the item’s dedicated chat or discussion thread.
Delete: Remove the item (see previous explanation).
Activity Log: View a complete history of actions taken on the item, including edits and views. See who made changes and what the item looked like before by hovering over the eye icon.