Using The Sandbox: The Basics

The Sandbox is your go-to place for sticking all of your valued stuff, like Notes, Checklists, Attachments… it’s the perfect place to put something before you decide what to do with it. When you add something to the Sandbox, we call it a ‘Quicknote’ and it stays there until you assign it to a Project (or choose to delete it).

When you want to move your file into a Project, simply click and drag the item, and then drop it in the Bucket (column) or Card of your choosing. It’s that simple! Alternatively, you can drag the item and drop it into the top of a Bucket (column), where that item will become a new Card.  

Let's take a look at a few more of the Sandbox features to help you optimize your workflow:

  • If dragging and dropping isn’t thing, you can export the file to your Bucket or Project by clicking the export prompt.  
  • The Sandbox comes equipped with an "undo" feature. After taking an action you will have ample time to undo it by clicking on the “undo” prompt at the top of the Sandbox.
  • Use the Duplicate feature to create copies of Quicknotes in case you need to send a Quicknote out to a card but still want to retain a copy in your Sandbox.  
  • Editing a file allows you to save or delete it.

To locate a file within the Sandbox, use the filter icon in the text field at the bottom of the screen to locate exactly what you need to find. It’s really fast, too!

Currently, the Sandbox provides a place where you can create Notes, Checklists, Doodles, edit images, and upload attachments.

Soon, we will be giving you the tools to import all sorts of valuable things into the Sandbox that you might want to stage such as; voice messages, emails... all of which can be activated in Projects. The list of features will grow, so stay tuned as we roll them out!

 

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