Moving to intellinote 2.0

Moving to Intellinote 2.0 – What you need to know

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 list4. Adding people to a Workspace5. Working with your Tasks, Files & Messages in a

Workspace6. Video Conferencing, Audio Calling & Screen Sharing7. New person-to-person Workspaces

Moving to Intellinote 2.0What you need to know


3 Big Changes in Intellinote 2.0To Make Your Experience Better

A new Sidebar (You can collapse/expand it) A new Activity Feed

New Content Feeds

Next: Let’s dive in to each section…


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


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


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


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


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


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


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


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


Video Conferencing, Audio Calling and Screen-Sharing

Anyone can click on this icon to start a

video/audio/screen-sharing session.


Then, after a one-time plugin download,

you’re here!


Audio: You and others can join from your phone or computer


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


It’s 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)


Sharing your screen: Easy and lots of options


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.


Search: More powerful and in a new location

Filter results by searching within

the Workspace you are inSearch results are

automatically arranged by content Tabs

You can even search for people or Workspaces by name


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.


Want to pull someone into a 1:1 conversation?

Just click here to pull a team member into a conversation


And…



Voila!



What hasn’t 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

Questions? Email us at [email protected] or Send us a note: www.intellinote.net/contact-us/

That’s it! Thanks for using Intellinote

That’s it! We hope you like the new Intellinote.

mailto:[email protected]

http://www.intellinote.net/contact-us/

Moving to intellinote 2.0

Business

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