How to add an Organizer

Last updated: 2021-09-13
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You can create a new Organizer in two ways

You have to be in the administrator role to create a new Organizer. No one else can create a new Organizer.

If you want to create a new Organizer, you have two options. You can either create an empty Organizer and add details by yourself, or you can use one of our templates that you can edit.

How to create an empty Organizer

You can create an empty Organizer from the list of Organizers in your Workspace.

How to add an Organizer from your Workspace

  1. Find the "Create empty organizer" button in the Organizer widget. Fill in the name of the Organizer. Other fields are optional. You can edit any of these settings later (guide here)
  2. Icons, the picture, and basic information are displayed on the Organizer's dashboard. You can also set the color of the Organizer or the order of items
  3. Save
  4. The new Organizer is displayed among your other favorite Organizers (as a new tab)
  5. Do not forget to give access to users
empty organizer

How to add a template

If you do not want to create an empty Organizer, you can use one of our templates. Select the one that is closest to your needs. You can edit the template at any time. Templates are used to make the process of adding a new Organizer easier.

Templates are premade Organizers. You will find a set of details in each template that you can edit to suit your needs (add new details, edit existing details, delete details, add new groups of details, etc.). Templates may have categories and other settings.

How to add a template

  1. Find the "Create new organizer from template" button in the Organizer widget
  2. Select one template that is closest to your needs. Templates are defined by the details they contain. The list of details appears after a moment
  3. Proceed by clicking the "Install" button, and the new Organizer shows up among your other favorite Organizers

Do not forget to give access to users.


How many Organizers can you add?

The amount of new (empty) Organizers you can add is based on your price plan.