Moving to intellinote 2.0
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Welcome to Intellinote 2.0. This handy guide shows you how the all-new Intellinote - now with Video Conferencing, Audio Calling & Screen-Sharing, among other things - elevates your team's productivity to a whole new level.
Moving to intellinote 2.0
- 1. Moving to Intellinote 2.0 What you need to know
- 2. www.intellinote.net Confidential 1. The New Intellinote 2.0 User Interface 2. New ways to get to the Unified Workspace, your Tasks & Org Members 3. Navigating the Workspace list 4. Adding people to a Workspace 5. Working with your Tasks, Files & Messages in a Workspace 6. Video Conferencing, Audio Calling & Screen Sharing 7. New person-to-person Workspaces Moving to Intellinote 2.0 What you need to know
- 3. www.intellinote.net Confidential 3 Big Changes in Intellinote 2.0 To Make Your Experience Better A new Sidebar (You can collapse/expand it) A new Activity Feed New Content Feeds Next: Lets dive in to each section
- 4. www.intellinote.net Confidential Getting to the Unified Workspace (now called just All) Click on this always-visible Unified View (All) icon to look at your Tasks, Files & Notes across all of your Workspaces
- 5. www.intellinote.net Confidential The new All-Tasks icon The new always-visible Tasks icon shows you ALL your Tasks, across all Workspaces Use Filters, Tags & Sort to control your Tasks view
- 6. www.intellinote.net Confidential The new All-Org-Members icon This always-visible Org Members icon makes it easy to find an Org member (to call, chat & more) Click here to add others to your Org. Note that is a Org-level function accessible to Org Admins & Org Creators
- 7. www.intellinote.net Confidential New pop-up Workspace descriptions Move your cursor over one of the Workspace icons to see a description; Click on it to go to that Workspace
- 8. www.intellinote.net Confidential Navigating through your Workspaces & Conversations Click on the circle with the 3 s to bring up the full list of Workspaces Scroll through the displayed Workspace list on the left using your mouse
- 9. www.intellinote.net Confidential Finding your content within a Workspace In all Workspaces, your work content: Chats, Files, Tasks, Notes (and member list) is now conveniently arranged in clickable Tabs
- 10. www.intellinote.net Confidential Adding people to a Workspace All Workspace members are always visible (so you can easily + quickly start one-on- one chats, calls, etc.) To add a new person, just click on the person icon
- 11. www.intellinote.net Confidential Ping everyone in a Workspace with @all Use @all to ping everyone in a Workspace. That notifies them within Intellinote, on their Desktops and via email. Tip: Use @person-name to ping a specific team member
- 12. www.intellinote.net Confidential Video Conferencing, Audio Calling and Screen-Sharing Anyone can click on this icon to start a video/audio/screen-sharing session.
- 13. www.intellinote.net Confidential Then, after a one-time plugin download, youre here!
- 14. www.intellinote.net Confidential Audio: You and others can join from your phone or computer
- 15. www.intellinote.net Confidential To invite others to your conference, just click on the Invite button Send them this link by email or Intellinote chat or whatever works best
- 16. www.intellinote.net Confidential Its easy to join an ongoing Video/Audio/Screen- Sharing Session from Intellinote too Intellinote automatically pings everyone in a Workspace with the link to the session (if you start it from that Workspace)
- 17. www.intellinote.net Confidential Sharing your screen: Easy and lots of options
- 18. www.intellinote.net Confidential Video/Audio/Screen Sharing minutes What you need to know Standard: 1000 minutes per month, per paid user Premium: 2000 minutes per month, per paid user Enterprise: 4000 minutes per month, per paid user Paid Users During the 30-day Trial: 1000 minutes across all users in your Organization Trial Users 0 minutes Expired Trial Users Important: Minutes are pooled and shared by all users. To add more monthly minutes just add another paid member to your Org.
- 19. www.intellinote.net Confidential Search: More powerful and in a new location Filter results by searching within the Workspace you are in Search results are automatically arranged by content Tabs You can even search for people or Workspaces by name
- 20. www.intellinote.net Confidential 1:1 Conversations, aka, new person-to-person Workspaces These Workspaces are created when you call or chat with someone in Intellinote Chat with someone, share files, assign each other tasks, etc. And leave them in this WS or move them elsewhere TIP: Create one-on-one Workspaces with your boss or direct reports to hold day-to- day Tasks, conversations, etc.
- 21. www.intellinote.net Confidential Want to pull someone into a 1:1 conversation? Just click here to pull a team member into a conversation
- 22. www.intellinote.net Confidential And Just click here to pull a team member into a conversation
- 23. www.intellinote.net Confidential Voila! Just click here to pull a team member into a conversation
- 24. www.intellinote.net Confidential What hasnt changed in Intellinote 2.0? How you interact with Tasks, Files and Notes E.g.: You can still add Followers to a File (or Task or Note) as before
- 25. Questions? Email us at customer.success@intellinote.net or Send us a note: www.intellinote.net/contact-us/ Thats it! Thanks for using Intellinote Thats it! We hope you like the new Intellinote.