Creating sections and filters (tags)

Sections are created in the Settings page. Just click “Add section” and give it a name. Remember to also create the filters you need for that section. Click the “+” next to the section to add a filter. Also remember that the filters you create are the same as the tags you will be able to add to the cards.

Sections shouldn’t change often, so pause and think about what kind of sections you need.

Sections should represent functions or processes in your organisation that produce documents. 

Examples of that could be “Personnel files”, “Sales” and “Projects”.  They could also be quite specific, such as “Tender responses”, “Board meetings”, “Legal cases” and “Due diligence”.

A good set of sections wouldn’t change even if the company go through a re-organisation. To achieve this, it’s useful to focus on the things the organisation does, that probably won’t change with time, such as sales, managing employees, operating vessels or whatever represents the core business activities.

If your organization is large, you should have more specialized sections, such as “Tenders” (as a subfunction of Sales).

Any “one off” or temporary documentation should be put in a section called “General”.

A single person shouldn’t have to interact daily with more than 1-3 sections.

Here’s an example of a small-ish property company:

  • Administration
  • Employee files
  • New projects
  • Operations

And here’s an example of a larger organization:

  • Administration
  • Employee files
  • Sales
  • Business development
  • Contract management
  • After market support
  • Construction and new projects
  • Maintenance

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Var dette svaret til hjelp? Ja Nei

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