How to keep your account organized
We keep EVERYTHING in our boards; meetings, schedules, tasks, projects, to-do lists, pipelines, KPIs, and even some personal things! We love having everything in one place, but sometimes it can get a little cluttered and overwhelming. That’s why we compiled this guide with all of our best tips and tricks to help you keep your account organized!
Categorize your account
Workspaces are an excellent way to separate the work of different departments or teams. It’s sort of like a big folder holding related boards, workdocs, and dashboards. Within each Workspace, different teams can work within their own boards and folders while still having access to their department’s boards!
As you can see, our company has several different Workspaces listed in the left panel of the screen.
You can choose to organize your Workspaces however is most comfortable and logical! Organize by project, team member, client, office or client location, or by time period!
Under each separate workspace, teams can add folders to group related boards, workdocs, or dashboards together and organize work processes better. Folders add an extra layer of detail and organization and ensure that your account is always manageable for your teams.
For example, our Marketing Department tackles several different types of projects at once! We’ve created one Workspace for the whole Marketing team, but we’ve separated their projects into folders, as you can see in the image below.
Find what you’re looking for
Sometimes we know exactly what we’re looking for, but we just can’t seem to find it! Instead of searching through your whole account every time you need to find something, check out these shortcuts to help you get there quicker!
Do you have certain boards, dashboards, or workdocs that you use often and are critical to your workflow? The favorites setting will enable you to select your preferred and most used boards and have them appear at the top of your left pane for quick, easy access!
To favorite something, you can click on the star icon to the right of its title as so:
- Search Everything
Search Everything allows you to search for anything across all of your boards! To get there, just click the little magnifying glass icon above your profile picture on the left pane.
From the Search Everything field, you can search for a specific update, account member, file, tag, and much more!
- Quick Search
The Quick Search is the feature to use to seamlessly move between the contents of our account! Instead of endlessly scrolling through your folders to find what you’re looking for, the Quick Search allows you to easily search any item within a board
To launch the Quick Search, hover over the search bar on the upper right side of your screen.
Clean up whatever you don’t need.
Are you still hanging on to old items and boards long after they’re in use, just in case you’ll need the information in the future? If so, you would love both our “tidy up” and archive features! Instead of keeping old information around, archive it to clean up your list of boards or the amount of items on your boards with the option to restore it if you ever need it!
Archive items and boards
- Archive a board
You can archive a board by clicking the three-dot menu at the top right corner of the board and selecting “Archive board”. You can always delete a board if you’re sure that you don’t need it anymore, but we prefer to archive so that we have the option to restore it if we want!
If you ever want to restore the item or board that you archived, follow the easy steps in this article.
- Archive an item
To archive an item, hover over the item so that the three-dot menu appears on the left side of the item. Then, click the three-dot menu to open the item’s menu and select “Archive”:
If you ever want to restore the item that you archived, follow the simple steps in this article.
Unsubscribe from boards
Do you feel like you’re receiving too many inbox updates? One way to narrow them down is to unsubscribe from boards you don’t need to see updates from!
Click on the “Invite” button at the top of your board to open up a list of all board members, and then click the “x” next to your name to unsubscribe! Now, you will no longer receive inbox updates from this board!
Narrow down your notifications.
Sometimes, we log into our account and feel bombarded by lots of bell notifications and drowned in our AtmosAI emails! Check out these solutions to narrow down your notifications so that you only see the things you need to see!
- Manage your notifications
To change the settings of your notifications, click your profile picture and then click “My profile.”
Select the “Notifications” tab, and you will see a list of all possible notifications, including desktop, email, Ai notifications, and more. You can select whatever notifications you want to receive!
- Inbox Management
Your inbox is where you’ll see all of the new emails recieved so you can easily stay on top of all new updates. In this board, you can also compose new emails and utilize our Darwin Ai feature to aid you in your email creation.
Activities is a great way to see everything you and your team need to accomplish in a convenient, easy-to-use space. It works by showcasing all tasks across your AtmosAI account that has been assigned to you. Visualize all your work in one place and stay on top of your tasks with Activities!
To get to the activities board navigate to the top panel and select “Activities”.
Keep an eye on Activities periodically to ensure you never drop the ball on your tasks!
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.