How to create blank organizer

This article is for administrators. To create new organizer, you must be logged in as an administrator.

What is a Blank Organizer?

• A blank Organizer means it's not based on any template
• You get a Organizer with the standard setup
• It's like opening a "new spreadsheet" where you define the columns as needed.
• In a blank Organizer, you don't have pre-set details, categories, folders for documents, or activity plans.

How to Create a Blank Organizer from your Workspace

1. In your workspace, on the record overview tab, you'll find the option to "Create Empty Organizer". 
2. In the window for creating a new record, fill in the "Organizer Name" field. Other fields are not mandatory. You can edit any information you enter here at any time in the future (instructions here)
3. Choose an icon and color for the organizer to make it easier for you and your users to navigate.
4. Basic information about the organizer is a text description that all users will see. We recommend entering a description of what the Organizer contains here. 
5. Save
6. The new Organizer will appear among your favorite organizers (a new tab will be created in the favorites panel).
7. The newly created organizer is only visible to you as an administrator. You must therefore grant access to the organizer to other users.