The Workstation sidebar

A quick lowdown on the elements of your Sketchnote dashboard and how you can use them

Search

Click on the Search tab on the sidebar to find your files and lessons quickly. On the Workstation dashboard, you can look for file names, as well as tags assigned to files using the Search tab. On the Academy dashboard, find lessons using the tab.

The reporting tab

Reporting Analytics essentially bring together all measurable data from across all your Boards in the organization. This section decodes data like time spent on tasks, employee workload and organization health to give you information points you can use to tweak your project management for better results and team welfare.

Note that you will only be able to see data on the Reporting tab if you're the owner or on the admin level in your organization. To start seeing relevant data, select the date range on the right of the screen and then use the Files dropdown to select the ones you need data for.

Here are some vectors you can measure using the Reporting tab:

• Summary: Get a look at Completed, Overdue, Incomplete and Total task numbers

• Tasks: See graphs for tasks by completion status, task count by assigned to, assignee workload, and tasks by priorities

• Timesheet summary: Get data for Completed workload hours, Remaining workload hours, Team velocity in hours, Team capacity in hours

• Timesheet-based reports: See the burnup and burn-down information for selected files, as well as assignee bandwidth.

• Insights: Get a summary of your team's performances based on their time reports

• Member breakdown: See the number of tasks by completion status, as well as the number of hours logged by each teammate. Use the Search by member tab to look up details for each of your colleagues.

My tasks

This handy, nifty tab essentially accumulates all your tasks from across boards and workspaces, in one place. Think of it as an interactive diary for you to prioritize your tasks and see what else is on your plate.

You can add sections to your My tasks page and sort your tasks into them by dragging and dropping them. These sections can be viewed only by you and these do not change the status of the actual task or the conditions on the board and workspace. You can also quickly jump to the task by clicking on it.

Currently, you can't add new tasks to the My tasks section; you can simply view your existing tasks

Workspaces

Workspaces are essentially cubicles inside the office that's your organization. Create private or public workspaces for departments or projects. To create a new Workspace, click on + Add new workspace. Add a name for it, and customize the icon by choosing an emoji or adding your own logo to it. Write a description for the space, so everyone knows what it is to be used for. Lastly, select the privacy level for your Workspace. If it's a public workspace, all files will be visible to every member of the organization. If you choose to make this a private space, you will have to add members to your Workspace.

Your Workspace home page consists of information of the space such as name, description and members in it. It also has a New file button for you to quickly start one inside the Workspace. The dashboard inside the Workspace consists of Recent and Favorite files. You can also Pin a file to access it quickly from the sidebar. The pinned files will appear under the Workspace name itself.

Shared files

Private files you've shared with teammates—or ones they've shared with you, will appear in the Shared files tab on the sidebar. Click on View all to get a list of all shared files you're a part of. On the page, you can quickly favorite or pin a file to access it quicker. Pinned files will appear in the Shared file dropdown on the sidebar.

Private files

Files you've added to your private space, and not shared with anyone, will appear under the Private files tab on the sidebar. Click on View all to get a list of all of your private files. On the page, you can quickly favorite or pin a file to access it quicker. Pinned files will appear in the Private file dropdown on the sidebar.

Import

You can upload locally stored CSV files to Sketchnote and turn them into files in a board view. First, name your file and select a destination for it. Then, start importing the file by uploading it.

On importing, you will be asked to select a field for the task name. Your tasks will be named after this. For example, if you're uploading a customer data base, you can choose for the tasks to be either names or their ID numbers.

Next, assign task field components to columns to help give it a shape. For date columns, select the date component, for numbers, select numbers and so on.

Start new file

You can quickly begin a new file by clicking on the + Start new file button on the bottom left of the sidebar, pretty much from anywhere on Sketchnote's Workstation dashboard.

When you start a new file, you will need to decide where to home it. Choose from your Private files or use the dropdown to select a Workspace. Next, choose a primary view for your file or pick from a template and hit Create file.

Learn more about Views here.

Pinning

While inside a file—or looking at it in a workspace—click on the pin icon to tack the file to your sidebar. Pinned files will appear under the particular workspace it resides within. To pin a file while inside it, use the File options menu on the top right and click on pin to sidebar.

Favoriting

Favorite a file to access it quickly from your dashboard. To add a file to your favorites, use the File options menu on the top right, while you're inside it, and click on mark as favorite. You will find your favorited files for quick access in the section called Your favorite files on the dashboard