User Guide - MicroHealthLLC/mSuite GitHub 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.

index

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.

image

  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.

image

  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.

image

  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.

image

  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.


Map Menu Bar

MicroHealth Logo

MH_Logo

User should click the logo to display the "Save Document Key" Modal (see below), before returning to the Index screen. The document key needs to be saved in order to return to this map.

Map Title

Click the "Title" text on the top menu to edit the title for the map. Change the text, then enter to submit.

edit_Map_Title

Zoom Buttons

Included on Mindmap, TreeChart, and FlowMap

Zoom_buttons

Zoom In Button

When clicked, the map will zoom in incrementally by 10%.

Zoom Out Button

When clicked, the map will zoom out incrementally by 10%.

Zoom 100% Button

Only visible when the map is not displayed at 100%. When clicked, will scale the map to 100%.

Save Map Button

save_button

When a user hovers over the "Save" button, a tooltip will display with the current expiration date. When a user wants to save the map and continue working, they should click the button to display the "Save Document Key" Modal.

Save Document Key Modal

The "Save Document Key" Modal will display when either the MicroHealth Logo is clicked or the "Save" button is clicked.

User should save the map key shown on the modal, so they can return to the map once closed.

save_document_modal_default

The number of days a map will be saved past the last date of interaction can be edited by direct input or by clicking arrow up or arrow down. The default is 5 days.

save_document_modal_edit_number_of_days

A validation alert will display when the input for number of days is not valid. A number below 1 will default to 1. A number that exceeds the maximum allowable days will default to maximum allowable.

save_document_modal_edit_number_of_days_range_validation_modal

Save Public

Clicking "Save Public" will allow any user with the map key to access the map (default).

Save Private

It is highly recommended that a map is password protected. User should click the "Save Private" button, then save the map with a Password.

Create Password

The "PASSWORD PROTECT" Modal will display when the "Save Private" button is clicked. User should fill in the Create Password Form, then click the "Save" button when it becomes enabled. Otherwise, click the Close button.

save_private_password_protect

When the Password updates successfully, a success message will display.

password_updated_successfully

When the Password fails validation, the "Password Mismatch" Modal will display. User should click "Try Again" to return to the Password Protect Modal; otherwise, click "Cancel".

password_mismatch_modal

A map that is saved private will have a "Change Password" button on the "Save Document Key" Modal.

save_document_modal_with_Change-Password_button

Change Password

Click the "Change Password" button on the "Save Document Key" Modal (for a map that is Save Private) to display the "PASSWORD PROTECT" Modal.

Reset Password

To reset the password for a map, user should fill in the Reset Password Form, then click "Save", when it becomes enabled.

change_password_modal

When the new password passes validation, a success message will display. When it fails validation, the "Password Mismatch" Modal will display (see above).

Delete

User should click the "Delete" button on the "Save Document Key" Modal, then click the "Continue" button on the "Confirm Delete Map" Modal that displays. Otherwise, click the "Cancel" button or Close button.

confirm_delete_document_modal

Verify Password to Delete

The Verify Password to Delete Modal displays for a Save Private map, after the "Continue" button was clicked on the "Confirm Delete Map" Modal. User should input password, then click the "Verify" button.

verify_password_to_delete_map_modal

When the password passes validation, the map will be deleted, then the Index screen will display.

When the password fails validation, an Incorrect Password Message will display. User should click the Close button, then try to delete the map again.

delete_map__private_failed_validation_message

Export Map Buttons

Export Image Button

export_image_png_document_rtf_button

Export to PNG or PDF

For Mindmap, Kanban, WhiteBoard, TreeMap, TreeChart, FlowMap, ToDo, and Spreadsheet

To export map to Image (PNG) or PDF format: Click the "Export" button on the top menu to display the Export Format modal; then click the button that corresponds to the desired format.

export_image_pdf

Export Word Button

export_word_button

Export to Document or TRF

For Notepad

To export map to Document or RTF format: Click the "Export" button on the top menu to display the Export Format modal; then click the button that corresponds to the desired format.

export_document_rtf

For Mindmap

To export map to Word format: Click the "Export Word" button on the top menu to display the Export modal. Siblings can be rearranged by drag ' drop, and will retain their rearranged position. Click the "Download" button.

mindmap_export_word

Export Excel Button

export_excel_button

Export to Excel or CSV

For Spreadsheet

To export map to Excel or CSV format: Click the "Export" button on the top menu to display the Export modal; then click the button that corresponds to the desired format.

export_excel_csv

Undo/Redo Buttons

undo_redo_buttons

Click the "Undo"/"Redo" buttons on the top menu to return/remove deleted objects.

Reset Map Button

reset_button

Confirm Reset Map Modal

Click the "Reset" button on the top menu, then click the "Continue" button on the Reset Map Modal that display; otherwise, click the "Cancel" button or "X" to close.

confirm_reset_map_modal

Comments Button

comments_button

NOTE: When the "comment" icon is green, comments for this map exists.

Comments Modal

To include a comment on the map, click the "Comments" button on the top menu to display the Comments Modal.

comments_modal_default

Create Comment

To create a comment, click the comment section on the bottom of the Comments modal, input your comment, then enter to submit.

create_comment

Comment Emoji

To include an emoji for a comment, click the "emoji" icon, then select an emoji. The selected emoji will display next to the comment. To change an emoji, click the icon, then select another emoji. Deselect an emoji so that comment will not have an emoji associated with it.

comment_emoji

Reply to Comment

To reply to a comment, click the "arrow" button, then input your reply. Press enter to submit, or click the corresponding "X" to remove.

comment_reply

Edit Comment or Reply

To edit a comment or reply, click its corresponding "pencil" icon, edit the text, then enter to submit.

comments_edit

Delete Comment or Reply

To delete a comment or reply, click its corresponding "trash can" icon, then click the "Delete" button on the Confirm Delete Comment modal. Otherwise, click the "Cancel" button or "X" to close.

comment_delete_confirm_delete

User Button

user_button

User Name Modal

When a user is going to collaborate on a map, first they should click the "User" button, then update the Name on the User modal. All users are given a random Name by default, since User Name is required to keep track of editing.

user_name_update

Delete Map Button

delete_button

When the "Delete" button on the top menu is clicked, the "Confirm Delete Map" Modal will display. Click the "Continue" button to proceed; otherwise, click the "Cancel" button or "X" to close.

confirm_delete_map_modal

After user confirms delete map that is Save Private, the user will also need to Verify Password to Delete (see Verify Password to Delete section above).

Duplicate Map Button

duplicate_map_button

To duplicate a map, click the "Duplicate" button on the top menu. The duplicate map will display in another browser tab. Be sure to save the url.

NOTE: Creating a duplicate Calendar Map and ToDo Map has an extra step to select dates. See those sections for instructions.

Editing By and Last Edited By

The purpose of the editing text (located on the right, just above the map) is to keep up with the editing status during the collaboration. A user is identified by the Name under "User" (see above).

menu_bar_Editing-by_and_Last_Edited



Mindmap

mindmap_index_box

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

mindmap_default_screen

Add Child Node

To add a child node, place the pointer within the parent, then drag to the desired position. When the pointer is released, the child node will display with a branch to the parent.

mindmap_add_node

Edit Node Title

To edit the Central Node title, click the node, then change the text.

mindmap_edit_central_idea_title

To edit the title of a child node, double click the container that becomes visible when the pointer is over the title. Change the text, then click off of the node.

mindmap_edit_child_node_title

Node Description

To input/remove a description for a node, click the node's "Comment" icon to display the Description modal. As the user inputs/removes text, the edit mode box will either display the text "Saved" or "Editing". When the user is finished and the edit mode box displays as "Saved", click the "X" icon to close the modal. The "Comment" icon will display green when a node has a description; otherwise dark grey.

mindmap_node_Description_grey_comment_Saved_modal

mindmap_node_Description_green_comment_Editing_modal

Edit Node Position

To change the position of the entire map, click the Central Node, then drag 'n drop it to the desired position.

To change the position of a child node and its descendants, click the child so that the container displays, then drag 'n drop it to the desired position.

mindmap_drag-n-drop-child_and_descendents

Toggle Descendants Shown/Hidden

To toggle a child node's descendants shown/hidden, click its toggle button. When a toggle button is displayed as "-", click it to hide its descendants. When a toggle button is displayed as "+", click it to show its descendants.

toggle_children_descendants_shown_hidden

Copy, Cut, Paste, or Delete Child Node

mindmap_copy_cut_paste_delete_child_node

First select a node, then click the copy, cut, paste, or delete button.



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 Position

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

kanban_drag_n_drop_stage

Edit Background Color of Stage(s)

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 (located just below Hex); then click "Update" to apply. Otherwise, click "Cancel".

kanban_ColorPicker_1

To change the background color of all stages at once, using a color scheme, click one of the "pencil" links to display the Color Picker. Colored circles, totaling the number of stages, will display just above the buttons. To change the color scheme, click the "recycle" button. To view the color scheme on all stages, click one of the circles in the scheme group. Click "Update" to apply, or "Cancel".

kanban_ColorPicker_group_2

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

The opacity of an object can also be adjusted.

whiteboard_colorPicker_adjust_opacity

Edit Object

Resize

To adjust the size of a selected object, drag one of its corner handles.

edit_object_resize

Adjust Width

To adjust the width of a selected object, drag one of its middle vertical handles.

edit_object_reshape_horizontal

Adjust Height

To adjust the height of a selected object, drag one of its middle horizontal handles.

edit_object_reshape_vertical

Skew

To skew the the selected object, drag one of its handles while holding down the "Shift" key.

edit_object_reshape_skew

Rotate

To rotate a selected object, drag its rotation bar.

edit_object_rotate

Change Position

To move the object to a different position, drag 'n drop the object.

edit_object_drag-n-drop

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

Forward

To arrange a layered object above another, click the "Forward" link while the object is selected.

whiteboard_bring_selected_forward

Backward

To arrange a layered object below another, click the "Backward" link while the object is selected.

whiteboard_send_selected_backward



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 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

Edit Background Color of Node(s)

To change the background color of a node: Click the "pencil" link to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box (located just below Hex); then click "Update" to apply. Otherwise, click "Cancel".

treemap_edit_stage_background_color_colorpicker

To change the background color of all nodes at once, using a color scheme, click one of the "pencil" links to display the Color Picker. Colored circles, totaling the number of nodes, will display just above the buttons. To change the color scheme, click the "recycle" button. To view the color scheme on all nodes, click one of the circles in the scheme group. Click "Update" to apply, or "Cancel".

treemap_ColorPicker_group_2

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 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

Edit Background Color of Node(s)

To change the background color of a node: Click the "pencil" link to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box (located just below Hex); then click "Update" to apply. Otherwise, click "Cancel".

edit_node_backgroundColor_1

To change the background color of all nodes at once, using a color scheme, click one of the "pencil" links to display the Color Picker. Colored circles, totaling the number of nodes, will display just above the buttons. To change the color scheme, click the "recycle" button. To view the color scheme on all nodes, click one of the circles in the scheme group. Click "Update" to apply, or "Cancel".

edit_nodes_backgroundColor_2

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 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

Edit Background Color of Node(s)

To change the background color of a node: Click the "pencil" link to display the Color Picker; select a color by adjusting the options, or clicking a recently used color box (located just below Hex); then click "Update" to apply. Otherwise, click "Cancel".

edit_node_backgroundColor_1_flow

To change the background color of all nodes at once, using a color scheme, click one of the "pencil" links to display the Color Picker. Colored circles, totaling the number of nodes, will display just above the buttons. To change the color scheme, click the "recycle" button. To view the color scheme on all nodes, click one of the circles in the scheme group. Click "Update" to apply, or "Cancel".

edit_node_backgroundColor_2_flow

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 “Add Todo” (required). To input Start and Due Dates (optional), select from the Calendar that displays when the textbox is clicked. Click a Start Date and a Due Date. For a single day ToDo, double click the Date. Click the "Save" button to submit; otherwise, click the "Reset" button to cancel.

A saved Parent ToDo will display with a checkbox, title, date(s) (when exist), a “+” button to Add a Child ToDo, and a “X” button to delete the ToDo.

EXAMPLE WITH DIFFERENT START DATE AND DUE DATE

New_Parent_ToDo_input_with_Start_and_Due_Dates

EXAMPLE WITH SAME START DATE AND DUE DATE

New_Parent_ToDo_input_with_only_Due_Date

EXAMPLE WITHOUT DATES

New_Parent_ToDo_input_without_Dates

parent_todo_Reset_button

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. Input the title into the textbox with placeholder “Add Child ToDo for …” (required). Select Dates (optional). Click the “Save” button to submit; otherwise, click the “Cancel” button.

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

New_Child_ToDo_save

New_Child_ToDo_cancel

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. Click the “Save” button to submit; otherwise, click the “Cancel” button.

Edit_ToDo_input_save_cancel

Edit Position of ToDo

To rearrange the ToDo List, drag 'n drop a ToDo item (along with its children) to the desired position.

BEFORE DRAG 'N DROP

ToDo_BEFORE_drag-n-drop

EXAMPLE DRAG 'N DROP CHILD TO ANOTHER PARENT

ToDo_dragdrop-child_to_another_parent

EXAMPLE DRAG 'N DROP CHILD AMONG SIBLINGS

ToDo_dragdrop-child_sibling_position

EXAMPLE DRAG 'N DROP PARENT (WITH CHILDREN) AMONG SIBLINGS

ToDo_dragdrop-parent_with_children_position

EXAMPLE DRAG 'N DROP CHILD TO BECOME PARENT

ToDo_dragdrop_child_to_become_parent

EXAMPLE DRAG 'N DROP PARENT TO BECOME CHILD

ToDo_dragdrop_parent_to_become_child

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.

todo_checked_unchecked_All_Task

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.

todo_checked_unchecked_Actionable

Delete ToDo

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

Delete_ToDo_button_parent_child

Switch to Calendar

To view ToDos with a selected Date in Calendar map view, click the "Switch to Calendar" button on the top menu.

NOTE: There has to be at least one ToDo with a selected Date for the button to be enabled.

ToDo_list_with_parent_and_children_meetings_click_Calendar

To switch from Calendar view back to ToDo map view, click the "Switch to ToDo" button on the top menu.

ToDo_list_switched_to_Calendar_view

Duplicate ToDo Map Modal

To make a duplicate of a ToDo map: Click the "Duplicate" button on the top menu bar; select a date from the Clone Modal that displays; then Click "Clone". Otherwise, click "Cancel".

ToDo_Duplicate_modal



Notepad

index_Notepad

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

Notepad_default

Format Menu Bar

Text Style

Bold, Italic, Underscore, Strikethrough, Quote, and Code

notepad_format_menu_bar_1

Formula

To input a formula, click the "fx" button on the menu bar. Input the formula into the textbox on the Formula Modal that displays, then click "Save". The formula will be included in the container as one object.

notepad_format_menu_bar_input_formula

Heading 1 and Heading 2

notepad_format_menu_bar_2

Numbered List, Bulleted List, and Multilevel List (Indent and Outdent)

notepad_format_menu_bar_lists_indents

To start a Numbered List either:

  • Click "Numbered List" icon on the menu bar, before or after entering text.
  • Type a number with a period, followed by a space to automatically start a Numbered List

notepad_create_numbered_list__just_click_icon_before_text_input

notepad_create_numbered_list__just_click_icon_after_text_input

notepad_create_numbered_list__just_input_number_period_space_automatic

To enter another Numbered List item, click "enter" at the end of the last line OR between the placeholder and the first character to insert between.

notepad_insert_numbered_item

A Numbered List starts with a number for the first level, a character for the second level, and a roman numeral for the third level. After the third level, this pattern will repeat for 2 more levels, for a total of 9 Levels.

notepad_numbered_list_indents_explained_1

To adjust the level, click "tab" (when the cursor is before text input); or the "indent" icon on the menu bar.

notepad_numbered_item_next_level_indent_right

To get to a level above, click "backspace", "shift" + "tab" (when the cursor is before text input); or "outdent" icon on the menu bar.

notepad_numbered_item_next_highest_level_outdent_left

To end a List, click "enter" at any level indent that does not have corresponding text for its list placeholder.

notepad_exit_Numbered_List_mode

To separate a List, click "enter" twice after the list item that should start the next list.

notepad_separate_list_into_multi-lists_1

notepad_separate_list_into_multi-lists_2

Bulleted List functions the same as the Numbered List, except all the bullets have the same style for each level.

notepad_bulleted_list_indents_explained

Paragraph Font Size

notepad_format_menu_bar_format_paragraph_selector

Paragraph Heading Size

notepad_format_menu_bar_format_heading_selector

Text Color and Background Color

notepad_format_menu_bar_text_color_backgroundColor_selectors

Text Font Type Style

notepad_format_menu_bar_font_style_selector

Paragraph Alignment

notepad_format_menu_bar_paragraph_alignment_selector

Input Status Indicator

notepad_input_status_indicator

Format Text

For word formatting, select the text to format, then select an option from the Format Menu Bar to apply format.

For paragraph formatting either:

  • Select the paragraph, or
  • Place the cursor just before the first character, within the text, or just after the last character, before the return. Select an option from the Format Menu Bar to apply format.

NOTE: Text attributes will automatically update on the editor's screen, but the user needs to press "enter" for shared map(s) to update for real time collaboration.



Spreadsheet

index_Spreadsheet

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

Spreadsheet_default

Undo/Redo Formatting Buttons

spreadsheet_undo-redo_cell_attributes_buttons

To undo text or cell formatting, click the arrow left icon. To redo text or cell formatting, click the arrow right icon.

Text and Cell Formatting

spreadsheet_format_text_cell_attribute_selectors

To change the attributes of a cell or its content, select the cell(s), then select an attribute from the cell attributes menu bar. User can change font style; font size; cell text alignment (left, center, right); font weight bold; text color; and cell background color.

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. Click the columns from left to right.

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

column_right_click_delete_selected_columns

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

Order Ascending/Descending

To order rows based on the input of a column: select the column header; right click to display the context menu; then select "Order ascending" or "Order descending".

spreadsheet_order_ascending_descending

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. Click the cell/row with the lowest number first.

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

Copy/Paste

To copy the content of cell(s): select the content to copy; right click to display the context menu; then select option Copy. To paste contents of the clipboard: select first cell to paste into; right click to display the context menu; then select option Paste.

spreadsheet_copy_paste

Toggle Chart/Spreadsheet

Click the "Toggle View" button (located on the left, just above the spreadsheet) to view the spreadsheet input in chart format or spreadsheet format.

toggle_Chart_button

Toggle View button when displayed above Spreadsheet.

Chart with Input

spreadsheet_before_toggle_chart

toggle_Table_button

Toggle View button when displayed above Chart.

Chart View

Chart Options and Selections

The Chart initially displays in default view, without any selections.

spreadsheet_toggled_chart__default_view

The user should make their Chart selections.

spreadsheet_toggled_chart__chart_selectors_options

Chart with Options and Selections

spreadsheet_toggled_chart__chart_created



Poll

index_Poll

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

Poll_default

Create Poll

User should input "Title" of Poll on the header. On the Poll Form, "Description" is optional.

poll_input_Title_and_description

Question Group

Each Poll must have input for at least one Question with at least two corresponding Answer Options. User should select the number of selectable answer options (default 1).

poll_Question_Answer_Options_Group

Add Answer Option

poll_Add_Option_button

Click the "Add Option" button to include another answer option textbox to the corresponding group.

Edit Option Position

User can rearrange the Answer Options by drag 'n drop.

poll_drag-n-drop_answer_option

Remove Answer Option

poll_remove_answer_option_button

To remove an Answer Option, click its corresponding "Remove Option" button. Since the first two answer options are required, the user will need to drag 'n drop before removal.

Add Question Group

poll_Add_Question_button

Click the "Add Question" button to include another Question Group to the Poll.

Edit Question Group Position

User can rearrange Question Groups by drag 'n drop.

poll_Question_drag-n-drop

Remove Question Group

poll_remove_question_button

To remove a Question Group, click its corresponding "Remove Group" button. Since the first question is required, the user will need to drag 'n drop before removal.

Poll End Date

poll_end_date

Poll End Date is optional. User can select date from date picker; edit end date; or click "Clear Date" button to remove.

Poll URL

poll_URL

The Poll Vote is given a random URL.

poll_URL_copy_button

User should click the "Copy URL" button, then save the Poll Vote URL with the Poll Map URL.

Preview Button

When the "Preview" button (located on the bottom right) is clicked, the Poll Form will be validated. If it passes validation, then the Poll Preview screen will display. Otherwise, any textbox that requires input will fail validation, and will temporarily be outlined in red.

poll_click_preview_failed_validation

Poll Preview

poll_Preview_button

A preview of the Poll Vote will display. Click the "Close" button to return to the Poll Form screen.

poll_preview_screen_close_button

Launch Poll Button

poll_Launch_Poll_button

When user(s) decide that the Poll is ready for voting, click the "Launch Poll" button located next to the Poll URL.

A "Poll launched successfully..." message will display.

poll_launched_successfully_message

poll_launched_button_hidden

The "Launch" button will no longer be visible. The text, "Poll has been published. Please copy link above to share." will display below the Poll URL.

The Poll Vote URL should be sent to voters.

The Poll Form can still be updated, until the first poll vote is submitted.

The Poll Form will become disabled after the first poll vote is submitted, and the total submits will display at the bottom of the screen, along with the "Show Results" button and "Reset Poll" button.

poll_form_after_poll_vote_cast

Show Results Button

poll_show_results_button

After at least one poll vote is submitted, user can click the "Show Results" button that displays at the bottom of the Poll Form.

Reset Poll Votes Button

poll_reset_poll_votes_button

Clicking the "Reset Poll Votes" button will delete the Poll Votes, and enable the Poll Form. The "Show Results" button and "Reset Poll Votes" button will not display, until a poll vote is successfully submitted.

Poll Vote

User should input their Name on the User Name modal (click "Users" button), fill out the Poll Vote, then click "Submit" or "Reset".

poll_vote_filled_in

A message will display after a poll vote is successfully submitted.

poll_vote_submitted_message_displays

Poll Results

When the "Show Results" button is clicked, the Poll Results screen will display. Each Question in the Poll will have a corresponding chart for submitted Poll Votes.

poll_results_default_charts

User should select the type of chart and make selections to complete the desired chart.

poll_results_question_1

poll_results_question_2

User can click the "Go Back" button to return to the Poll Form screen.

NOTE: User should "Export" the chart(s) to image or PDF.



Calendar

index_Calendar

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

Calendar_default

Calendar Navigation

The Calendar displays with the current month by default. To view the previous month, click the left arrow before the Month Name above the Calendar. To view the next month, click the right arrow after the Month Name above the Calendar.

calendar_navigation_month

Calendar Views

The Calendar Map displays in Month (default), Week, and Day views. The user selects a view from the selector, located on the right side above the calendar.

Month View

calendar_month_view_Sprint_with_events

Week View

calendar_view_week_sprints_events

Day View

calendar_view_day_sprints_events

Add Sprint

When a user drags

Add Event

When a user double clicks or drags within a single date area of the Calendar, the Add Event/Sprint Modal will display with form elements for "Add Event" by default.

calendar_double_click_or_drag_date__add_event

"Title" is required, and "Description" is optional. By default: "Start" and "End" Date will be the date clicked or dragged within; "Start" Time will be the current time; and "End" Time will be one hour after the "Start" Time.

To change the "Start" Date or "End" Date, click the corresponding textbox:

  • Select a date from the date picker that displays, or
  • Manually input a valid date in the correct format.

To change the "Start" Time or "End" Time, click the corresponding textbox:

  • Select a Hours and Minutes from the time picker that displays, or
  • Manually input valid time in the correct format.

For all day event, check the "All Day" checkbox.

calendar_select_date_day_time_all-day

When the "Title" has input, the "Add" and "More Options" buttons will become enabled.

To make the event recurring, click the "More Options" button to display the "Add Recurrence" modal.

calendar_event_form_more_occurrences_button_add_recurrence_modal

Select from the recurring options.

calendar_add_recurrence_repeat_every

calendar_add_recurrence_ends_On_select_date

calendar_add_recurrence_ends_After_select_number_occurences

Click the "Continue" button to include recurring selections, or "Cancel" button. Click the "Add" button to save the event; or close the modal by clicking the "X" icon to cancel.

Event Options Modal

Click the event "Title" on the calendar to display the Event Actions modal. Click the "X" to close the modal, or another actions button.

calendar_event_options_selector_modal

Event Color Picker

Click the "Color Picker" icon on the Event Actions modal to display the Color Picker modal. Select a color, then click "Update" or "Cancel".

calendar_event_options_selector_Color-Picker-modal

Edit Event

Click the "Edit" icon on the Event Actions modal to display the "Edit Event" modal. Make changes, then click "Update"; or close the modal to cancel.

calendar_event_options_selector_Edit-Event-modal

User can drag 'n drop an event to a different location on the calendar, changing its Start and End date(s).

calendar_drag_n_drop_event

User can change the End date of a multi-day event by drag 'n drop using the end selector.

multi-day_event_bar_handle_drag_n_drop

Delete Event

Click the "Trash" icon on the Event Actions modal to delete the event.

calendar_event_options_selector_Delete-Event

Switch to ToDo

Duplicate Calendar Map Modal

To make a duplicate of a Calendar map: Click the "Duplicate" button on the top menu bar; select a date from the Clone Modal that displays; then Click "Clone". Otherwise, click "Cancel".

Calendar_duplicate_modal