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Adding, viewing and editing notes and insights

Improving the communication and collaboration between your team is easy using your workspace's built-in social tools.


The difference between notes and insights

Highlighting something of interest
When you do or learn something that you think might be of interest to your team, you can create a Note. Notes are attached to the object to which they pertain, such as a workspace or dataset. Other users can attach Comments to a Note, thereby creating a thread.
Highlighting something of importance
An Insight is an important conclusion or observation about data in a workspace that you consider worthy of more emphasis than a Note.

Adding notes and insights

summary tools, grabbed on 20.01.17, using XAP version 1.19.1 2740-8759a, from https://analytixagility.aridhia.net/#/workspaces/58/summary Use the 'Add a note' or 'Add an insight' buttons in the Tools sidebar depending on which option suits your purposes.

Both Notes and Insights are distributed in the same way, appearing in the Activity list in the Details panel and on the workspace Summary tab.


Notifying other users of your notes and insights

When you create a Note or Insight, the default is to notify ‘nobody’. This means that it is attached to the relevant activity lists on the workspace but no proactive notification of other workspace users takes place. However, you can choose to notify selected individuals. This turns their notification icon red, prompting them to read their new alerts.

notifications, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#notifications


Viewing notes and insights from others

When someone adds a Note or Insight and notifies you, these notifications are presented to you in the same way, through the ‘Notifications’ alert box in the toolbar. To view, simply click the icon.

Updated on November 2, 2017

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