This article will help you understand what is what on the workspace. The workspace is where you do most of the work in your Kohezion account.
The Left Column: Search Groups
From the left column, you can access all your searches on the search groups tab. To open it in a new tab, double click on a search group or on a single search.
You can see your searches in grids.
You can also see your searches in three different calendar views.
The four icons on top of the search group tab help you navigate your searches.
The first one, “View” opens the selected search in a grid.
The second one, “View Calendar” opens the search in a calendar view.
The third one, “Export” exports to Excel the data contained in a specific search.
The fourth one, “Manage” opens a new tab and lets you manage your existing searches and add new custom search groups and searches.
On the calendar tab, you can create and view your multi-project calendars.
There is a colour-coded legend as a reminder of what is what and again, you can see your calendars in the three different views: monthly, weekly and daily.
On the “Manage icon”, you can create a new calendar or add searches to an existing one.
The Action Icons
Now let’s review the icons on the top of your screen.
First, there is “Save” to save your current work.
“Refresh” to update the data on screen.
“Print” to print any item, grid or calendar.
“Email” to email an item, grid or calendar to a user or any other email address you would like.
The “Current Project” dropdown menu is used to select the project where you want to create a new item or for ad hoc searches.
To create an item, select the appropriate project and click “New”.
If you want to delete an item, simply select it and click “Delete”.
Use the “Copy” icon make a copy of any item.
Ad Hoc Searches
There are two ways you can do an ad hoc search. First, select the project you want to search within in the current project dropdown menu.
You then have two choices.
The first option is to click the “Search” icon and select specific criteria.
Or you can type what you are looking for in the search bar.
This view icon will open a pop op window displaying all your reminders.
Getting Started Guide
Finally, the “Help” icon will open the “Getting Started Guide” in a new window.
From there you can access the training videos, the knowledge base and the contact us form.
You should now have a better understanding of what you can achieve on the workspace.