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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
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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…
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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
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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
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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
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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
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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
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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
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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
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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
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Video Conferencing, Audio Calling and Screen-Sharing
Anyone can click on this icon to start a
video/audio/screen-sharing session.
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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
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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)
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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.
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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
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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.
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Want to pull someone into a 1:1 conversation?
Just click here to pull a team member into a conversation
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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.
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