Project Workspace Editor Tour

Introduction

This article provides an overview tour of the project workspace editor in Oviond, detailing the various components and their functions.

Step-by-Step Instructions

Client Sidebar Menu (left-hand side of canvas)

1. Home

   • Click the Oviond logo to return to the home page.

2. Client Projects

   • Click the list icon to return to the client's projects.

3. Client Settings

   • Click the settings button for settings specific to the client.

Header (top of canvas)

1. Client Logo and Project Name

   • The client logo and project name are displayed here. You can edit the project name using the text input field. (The project name can also be edited in Project Settings)

2. Date Selector

   • Use the date picker to select the date range for your project data, and to set a comparison date range if required.

3. Refresh Button

   • Click the refresh button to update the data in your project.

4. Save

   • Click 'Save' to save any changes made to the project.

Toggle Menu (right-hand side of canvas)

1. Arrow/X

   • Click the arrow to open and close the toggle menu.

2. Add Content

   • Drag the required widget onto the canvas to add content to your project.

3. Asset Library

   • Access prebuilt queries or groups of multiple widgets built by Oviond, as well as any assets you or your team have saved to your Asset Library.

4. Automations

   • Use automations to send projects automatically to an email address.

5. Data Sources

   • Integrate and authenticate data sources.

6. Project Settings

   • Select a theme, edit the project name and description, choose sharing options, and set data refreshing options.

Additional Information

• Tip: Familiarize yourself with each component of the workspace editor to maximize efficiency and productivity when managing your projects.

Summary

This tour of the project workspace editor in Oviond helps you understand the various components and their functions, enabling you to effectively manage your projects.

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