The system enables users to define work processes and organize knowledge efficiently. The action menu in the information details is essential for implementing 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.
Members: Adds users as editors or assigns responsibility. Only applicable to your publications. In groups, only group members can be added.
Chat: Opens the chat for discussions related to the item.
Delete: Removes the item, but only its posts can be deleted.
In the expanded view of an item:
Members: Add editors to a post by selecting users from the organization.
Checklist: Create multiple checklists for organizing subtasks within an information item.
Due Date: Set a reminder for the item.
Start & End Date: Define the planned working period for the task or item.
Linked Items: Connect related information items by creating bidirectional links.
Time Tracker: Measure the time spent on a task.
Duplicate: Copy an existing item within the same or a different workgroup.
Move: Quickly transfer an item to another column or workgroup.
Read & Confirm: Assign users to read and acknowledge an item, with notifications upon confirmation.
Export to PDF: Save the item as a downloadable PDF file.
Share: Copy and share the item's URL without tagging users.
Delete: Remove the item (see previous explanation).
Activity Log: View all actions taken on the item, including edits and views.