Insights
Guide to Infoboard Designer
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1. Overview
Insights now offers a dynamic layout that showcases Infoboards, Reports, and Lists, allowing you to understand data in a more structured and organized manner.
Here’s a step-by-step guide on how to navigate and utilize the Infoveave Insights module effectively:
- Accessing Infoveave Insights:
- Look for the Insights option in the Infoveave menu.
- Click on the Insights to access the Insights module.
- The Insights menu expands as a dropdown.
- Navigating the Insights Module:
- Upon entering the Infoveave Insights module, you will see a categorization of your contents into My Organization and My Workspace.
- My Organization typically includes all the Infoboards, Reports and Lists that are accessible to users within your organization.
- My Workspace refers to your specific workspace to hold all the Infoboards, Reports and Lists created by you.
- Upon entering the Infoveave Insights module, you will see a categorization of your contents into My Organization and My Workspace.
- Viewing contents in folders:
- Infoboards, reports, and lists that are arranged within folders will be displayed within their respective folders in the Infoveave Insights module.
- Clicking on a folder will display its assets in the main viewing area of the Insights module.
- Infoboards, reports, or lists that are not placed within any specific folder will be visible under:
- Shared with Me section in the My Organization tab.
- Created by Me section in the My Workspace tab.
- You may also use the search bar to view any specific Infoboard, Report, or List with ease.
Note
- The Infoveave version 8.0 now supports the mouse-hover tooltips and descriptions within the Insights section. This feature provides additional information and context when you hover over specific elements under Infoboards, Reports and Lists.
Note
- The My Organization tab may not be present if no assets are shared with you by the organization.
- The My Workspace option may not appear if you haven't created any Infoboards, reports, or lists.
- Sections for Infoboards, Reports, or Lists may not be visible if there are no assets under those categories in your folders.
2 Infoboard Tab View
The Tab View Option will align all the Infoboards in a particular folder as separate tabs.
To access the Tab View, follow the below steps.
- Click on Insights under the Infoveave menu.
- Look for the specific Infoboard folder to convert to Tab view.
- Click on the Open As Tabs icon, to switch to the tabbed layout. It is typically positioned close to the folder name.
Note
- You cannot close individual Infoboard tabs from the tab view option.
- To get back to the old view click back on the folder under Insights.
Tip
- Always arrange your assets properly under the respective folders for easy access.
