User Guide - MicroHealthLLC/mSuite Wiki

Registration and Login

There is no need to login. There is no user registration. Just click any of the document type you want to create then share that unique URL with your collaborator. Even better, password protect your link as shown in Sharing a document. image

Sharing a document

To share the document you just created by clicking any one of the document buttons on the home page above...

  1. Click the share button in your browser. Typically in the upper right hand corner of your browser URL bar like so.

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  1. Send that link by email, text or some other way that is private to you and the people you are looking to collaborate with. Its a random url so its hard to guess but not impossible so don't rely on security by obscurity. You should password protect your document before sending a link by doing the next step first.
  2. Click the floppy disk icon in the upper right hand corner to save private.

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  1. Next give it an expiration date where it will automatically delete the document. The default is 30 days. However you can change it up to 90 days. After its deleted, its gone. We can't help you recover anything after its deleted...its gone. After you give it a timeframe to automatically delete, click save private.

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  1. Saving public would simply save it for the time period you specified in step 4 but anyone with the url could access the document. The URL is random and though difficult to guess, its not impossible. We have next-gen firewalls to help stop bots from guessing the random url among other things but is any firewall fool proof? Therefore we don't recommend saving public.

It is HIGHLY recommended you choose to click save private which will password protect the link so that anyone you shared the link with will be required to also provide the password to access your shared document. Its a low friction multi-factor authentication...One a unique url you know, two a unique password you have. Well that is a stretch as cyber analysts are cringing at us right now but you get the idea. Its not Fort Knox, for that you should use Cryptpad which is an amazing product that inspired us...we just wanted even LESS friction. With that said, your data is encrypted at rest and in motion. Your password is encrypted and as a result, we cannot recover a lost password or forgotten url.

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  1. After you give it a password go back to step 1 and 2 and provide the url and in a separate communication channel provide the password. You ALWAYS want to use a different channel of communication for sharing this password than you did the link. For example, if you did step 1 and 2 and chose to email your collaborator the link then you should text them the password separately and not include the link in the same text message. If you texted them the link then you want to call them and tell them the password. The idea is that the link and password are not in the same communication channel. Ideally, after you send the link to your collaborators, you get on your favorite web conference like WebEx, Zoom, Teams or whatever and on that conference, you provide the password to the url you sent previously in the web conference chat.

Mindmap

mindmap_index_box

Click the "Mindmap” box on the Index screen to view the Mindmap App.

mindmap_default_screen


Kanban

index_Kanban

Click the "Kanban” box on the Index screen to view the Kanban App.

kanban_default_view

Add a Stage

To add a stage: click the "+" button on the stage you want to add another stage after; then input a title (required). Otherwise, click the "x" to delete.

click_Add_Stage_btn_stage_displays

After a stage gets a Title: the "Add a Task" button will display, its "Color Picker" button and "Add Stage" button will be active, and drag 'n drop will function.

kanban_add_stage_complete

Edit Stage Title

To change a stage title: click the title; edit the content in the textbox; the title will automatically update.

kanban_edit_stage_Title

Edit Stage Background Color

To change the background color of a stage: click the "pencil" link to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box; then click "Update" to save. Otherwise, click "Cancel".

kanban_edit_stage_background_color_colorpicker

Edit Stage Position

To change the position of a stage, drag 'n drop the stage.

kanban_drag_n_drop_stage

Delete a Stage

To delete a stage, click its "x" button.

kanban_click_delete_stage

Add a Task

To add a task to a stage, click the "Add a Task" button; a default task will display on the stage in the bottom position. To input a title, click the title box, then input a task title (optional).

kanban_add_a_task_btn_input_Task_Title

kanban_task_title_optional

Edit Task Title

To change a task title: click on the title, then edit the text.

kanban_edit_task_title

Edit Task Position

A task can be rearranged within a stage, or moved to another stage by drag 'n drop.

kanban_drag_n_drop_task_within_stage

kanban_drag_n_drop_task_another_stage

Delete a Task

To delete a task, click its "x" icon.

kanban_click_delete_task


WhiteBoard

index_WhiteBoard

Click the "WhiteBoard” box on the Index screen to view the WhiteBoard App.

WhiteBoard_default

Add Pencil

Click the "Pencil" button, then draw on the board. The "Pencil" button will remain active until the user lifts the pointer, indicating object drawn is complete.

whiteboard_ADD_pencil

Add Line

Click the "Line" button, then draw on the board. The "Line" button will remain active until the user lifts the pointer, indicating line drawn is complete.

whiteboard_ADD_line

Add Shape

Clicking the "Circle" button, "Triangle" button, or "Rectangle" button will automatically include that shape on the board.

whiteboard_ADD_circle_triangle_rectangle

Add Text

To include editable text: click the "Text" button; triple tap the selected object that automatically displays to select all text; then input content.

whiteboard_ADD_editable_text

Select

The "Select" button automatically becomes active:

  1. When a user clicks an object to select it.
  2. After an object is added to the board:
  • User clicked the "Circle", "Triangle", "Rectangle", or "Text" button.
  • User lifted the pointer after drawing with the "Pencil" or "Line" button active.

whiteboard_Select

User can toggle the "Select" button inactive/active by clicking it.

To edit an object, the "Select" button should be active and the object should be selected.

Increase/Decrease

To increase or decrease the line width of a selected object, click the corresponding button until that number displays on the button. The default size is "5"; the maximum is "25"; and the minimum is "1".

whiteboard_Increase_25_Decrease_1

Color

To display the Color Picker, click the "Color" button. The active color will be the same as the currently selected object, or the previously selected color.

NOTE: The Color Picker will not display until at least one object has been added to the board.

whiteboard_click_Color_btn_ColorPicker

Select a color by adjusting the options, or clicking a recently used color box; then click "Update" to save. Otherwise, click "Cancel".

whiteboard_ColorPicker_update

Edit Object

To adjust the size or shape of a selected object, drag one of its handles. To rotate a selected object, drag its rotation bar. To move the object to a different position, drag 'n drop the object.

whiteboard_adjust_size-shape_rotate

Erase

To erase a complete object: with the "Select" button active, select the object to be erased so that it's selected; then click the "Erase" button.

ERASE_completely_selected_object

To erase part of an object: with the object deselected, click the "Erase" button; then move the pointer over the section(s) to be removed. Adjust the size of the eraser by clicking the Increase/Decrease buttons.

ERASE_partially_unselected_object


TreeMap

index_TreeMap

Click the "TreeMap” box on the Index screen to view the TreeMap App.

TreeMap_default

Add Child Node

To add a child node, click its "+" icon.

treemap_add_child_node

treemap_child_node_added

Edit Node Title

To change the title of a node: click its "Title", then edit the Title in the textbox that displays.

treemap_edit_node_title

Edit Node Background Color

To change the background color of a node: click its "pencil" icon to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box; then click "Update" to save. Otherwise, click "Cancel".

treemap_color_picker

Edit Node Position

To change the descendant level of a child node and its children, drag 'n drop the node onto the node you want to become its parent.

treemap_drag_n_drop treemap_drag_n_drop_complete

Delete Node

To delete a child node, click its "x" icon.

treemap_delete_child_node


TreeChart

index_TreeChart

Click the "TreeChart” box on the Index screen to view the TreeChart App.

Tree_Chart_default

Add Child Node

To add a child node, click its "+" icon.

click_add_child_node_link__node_displays

Edit Node Title

To change the title of a node: click its "Title", then edit the Title.

edit_node_Title edit_child_node_Title

Edit Node Background Color

To change the background color of a node: click its "pencil" icon to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box; then click "Update" to save. Otherwise, click "Cancel".

edit_node_backgroundColor

Edit Node Position

To change the position of the entire map, drag 'n drop the Central node. To change the position of a node and its children, drag 'n drop the node onto the node you want to become its parent.

drag_n_drop_node_and_its_children

Toggle Descendants

To toggle a node's descendants hidden/shown, click its arrow down/arrow up icon.

toggle_descendants_shown_hidden

Delete Node

To delete a child node, click its "x" icon.

delete_node_link


FlowMap

index_FlowMap

Click the "FlowMap” box on the Index screen to view the FlowMap App.

FlowMap_default

Add Child Node

To add a child node, click its "+" icon.

flowmap_Add_Child_Node

Edit Node Title

To change the title of a node: click its "Title", then edit the Title.

edit_node_Title edit_child_node_Title

Edit Node Background Color

To change the background color of a node: click its "pencil" icon to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box; then click "Update" to save. Otherwise, click "Cancel".

edit_node_backgroundColor

Edit Node Position

To change the position of the entire map, drag 'n drop the Central node. To change the position of a node and its children, drag 'n drop the node onto the node you want to become its parent.

flowmap_drag_n_drop

Toggle Descendants

To toggle a node's descendants hidden/shown, click its arrow down/arrow up icon.

flowmap_toggle_descendants

Delete Node

To delete a child node, click its "x" icon.

delete_node_link


ToDo

index_ToDo_link

Click the "ToDo” box on the Index screen to view the ToDo App.

ToDo_default_screen

Add Parent ToDo

Input the title into the textbox with placeholder “Your Todo” (required). Select a due date (optional) from the Calendar that displays when the textbox is clicked. New_Parent_ToDo_input

Click “Save” or “Reset”. New_Parent_ToDo_Cancel_or_Save

A saved Parent ToDo will display with a checkbox, title, due date (when selected), a “+” button to Add a Child ToDo, and a “x” button to delete the ToDo. My_First_ToDo

NOTE: Clicking "Save" without required title for a ToDo will display the following alert. Click the "X" to close the modal.

ToDo_Node_Title_Cannot_be_Empty_alert_when_save_clicked_without_Title

Add Child ToDo

Click the Add ToDo button ("+") on the Parent ToDo to display the Child ToDo Form. Add_Child_ToDo_click__Child_ToDo_Form

Input the title into the textbox with placeholder “Add Child ToDo for …” (required). Select a due date (optional). add_Child_ToDo_input

Click “Save” or “Cancel”. New_Child_ToDo_Cancel_or_Save

A saved Child ToDo will display with a checkbox, title, due date (when selected), and a “x” button to delete the ToDo. Child_ToDo

Edit ToDo

To edit a Parent or Child ToDo, click its title or due date, then make changes on the form. To remove a due date, click the "x" that displays in the textbox. Edit_ToDo_input

Click “Save” or “Cancel”. Edit_ToDo_click_Save_or_Cancel

Checking/Unchecking ToDos

Check/uncheck a ToDo as complete/incomplete.

  • Checking a Parent ToDo will automatically check its Children ToDos.
  • Unchecking a Parent ToDo will not uncheck its Children ToDos.
  • Adding another Child ToDo to a checked Parent ToDo will automatically uncheck the Parent ToDo.
  • Unchecking a Child ToDo will automatically uncheck a Parent ToDo.

checked_unchecked_ToDo_rules

Toggle All Tasks/Actionable

To hide complete ToDos, click the toggle button so that "Actionable" is displayed. To view all ToDos, click the toggle button so that "All Tasks" displays.

Toggle__All_Tasks__Actionable

Delete ToDo

To delete a ToDo, click its corresponding "x" button.

Delete_ToDo_button_parent_child


Notepad

index_Notepad

Click the "Notepad” box on the Index screen to view the Notepad App.

Notepad_default


Spreadsheet

index_Spreadsheet

Click the "Spreadsheet" box on the Index screen to view the Spreadsheet App.

Spreadsheet_default

Rename Column

Right click on a column header to display the context menu; then select the option Rename this column. A modal will display with the current column header Name. Change the content in the textbox, then click the "OK" button; otherwise, click "Cancel".

Spreadsheet_rename_this_column

Insert Column

To insert a column, right click the column header to display the context menu; then select either option to Insert a new column before/after.

column_right_click_insert_column

Delete Column(s)

To select one column to delete, right click on that column header.

To select more than one consecutive columns to delete, hold down the shift key while clicking the column headers.

Right click on a selected column header to display the context menu; then select option Delete selected columns.

column_right_click_delete_selected_columns

Insert Row

Click the row number or any cell within that row; right click to display the context menu; then select either option to Insert a new row before/after.

row_right_click_insert_row

Delete Row(s)

To select one row to delete, click the row number or any cell within that row.

To select more than one consecutive rows to delete, hold down the shift key while clicking either two row numbers or two cells in different rows.

Right click on a selected row number or selected cell to display the context menu; then select option Delete selected rows.

row_right_click_delete_selected_rows