3 Things About Online Database Software You’ll Kick Yourself for Not Knowing

Kick yourself not knowing online database software Kohezion

 

You need to save time when you are creating your Kohezion account? It is time to learn how to simplify and optimize your use your your Kohezion account. Here are 3 tips to help you be more effective.

 

View your data in multi-projects calendars

 

multi project calendar weekly view Kohezion

 

When you create a search, you can see it in a grid or a calendar. Viewing your data in a calendar is a great tool to manage your time and your schedule. Sometimes, to be even more efficient, you would like to see multiple searches in one calendar. With the multi-projects calendar, you can do exactly this!

To create your calendar, on your “Workspace”, go to the “Calendars” tab and click the “Manage” icon. You can then add a calendar or add a search to an existing calendar.

For example, I like to create searches displaying only the tasks labelled as “in progress”, which means that I see what I still have to do but I don’t see what is done. I often have multiple projects containing tasks from different spheres of my life. To make sure I can see the big picture, I put all these “In progress” searches in one big calendar. That way, I don’t have to browse through different searches.

As an added bonus, the multi-projects calendars haves a colour-coded legend to help you remember which project contains what type of tasks. Of course, I do this for tasks but you could do it for many types of items, as long as these items contain a date or date/time field. It could be renewal dates for contracts or leases, birthdays, appointments and many other types of items.

 

Import a spreadsheet to create your users

 

Create user while importing data Kohezion

 

When you create a new Kohezion account, changes are you may have quite a few users to create. This can be time consuming. So why waste your time creating users one at a time? To create all your users at the same time, create a spreadsheet containing all the informations needed according to one of the models your can see on the image above which are: username or first name, last name or last name, first name or username, email or first name, last name, email or finally last name, first name, email.

You will then import this spreadsheet into your Kohezion account and select the “user list” type of field for this specific column. Remember that you should create at least one other column with data in all its rows. This column must become a single line text field. But don’t worry too much with the data your are adding to this spreadsheet since you will simply delete this project once your users are created.

Once you import this spreadsheet into your Kohezion account, the users will automatically be created and your new users will be notified with the email address your entered. Once your users are created, you can simply delete this bogus application since your work is done.

 

This article is listing the dos and don’ts of importing your data. 

 

Set bulk permissions with user groups

 

Create a User Group to manage bulk permissions Kohezion

 

Why update each user’s permissions one at a time if you can update a whole group of users all at once? The only condition is that all these users have the same permissions for a specific project. To create a user group, simply go under the”Administration” tab and then under the “Security” tab and finally, under the “User Groups” tab. Click new and select the users who should be part of this group.

Once your user group is created, update its permissions under the “Permissions” tab. It’s that easy! If you need more information on the management of user groups, have a look at this knowledge base article. It also contains a video explaining all the steps.

 

Make the most out of your time and use these three simple tricks.

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Marie-Josee Porlier

Sales Director at Kohezion
Marie-Josée Porlier is the Sales Director and main blogger @ Kohezion. Ask her your questions about the cloud computing industry, online database software, database applications, legacy systems, business solutions and business productivity. She can be reached at mjporlier(at)kohezion(dot)com.
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