How to find the documents and digital assets you need in zipBoard?
Never waste time hunting for files again! zipBoard's robust search and organization features ensure you can effortlessly locate any document or digital asset within your projects. This guide will equip you with the knowledge to navigate your content with ease.
Powerful Search:
Intuitive search bar: Simply type the file name or relevant keywords into the search bar located at the top of your task list. zipBoard will instantly surface any matching documents and assets.
Multiple Views:
- Kanban board visualization: Prefer a visual layout? Choose the Kanban board view to see your files arranged on cards, providing a quick overview of your project's progress.
- Detailed table view: For a more comprehensive breakdown, switch to the table view. This view displays a list of your files with detailed information like file name, upload date, and type.
Effortless Sorting:
Sort by key criteria: Organize your file list for optimal efficiency. Click on the column headers (e.g., Name, Uploaded) to sort by that specific criteria, allowing you to quickly find the most recent files or prioritize based on file name.
Advanced Filtering:
- Refine your search: Utilize zipBoard's powerful filters to narrow down your search results and pinpoint exactly what you need. Here are some key filter options you can leverage:
- Phases: Filter by customizable phases to view documents specific to a particular project stage (e.g., Design phase documents).
- Type: Focus on specific file types (e.g., images, PDFs, documents).
- Assigned To: See files assigned to particular team members.
- Status: Filter by file status (e.g., open, approved, in progress).
Combine these features for ultimate control! For instance, you can search for "meeting notes" (search bar), then filter by "Phase" to see only meeting notes from the "Planning" phase.
With zipBoard's search, sorting, and filtering functionalities, you'll spend less time searching and more time getting things done!