Crowd's Docs feature is a comprehensive tool that enables users to create and store documents related to their team projects. It is designed to provide an all-in-one platform for user research, allowing teams to manage all aspects of their projects in one place.
Key Use Cases
Document Management: With the Docs feature, teams can easily manage and organize all their project-related documents in one place. This eliminates the need to store documents in different locations or platforms, making it easier to locate and access important information.
Knowledge Sharing: The Docs feature allows teams to share knowledge and best practices within the team. For instance, a team member can create a document to share their learnings from a user research project, making it accessible to other team members for future reference. This promotes knowledge sharing and encourages collaboration.
How to Use the Document Feature on Crowd
1. Accessing the Docs Feature:
- Click on the Docs icon on your dashboard.
2. Creating a New Document:
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Click on the "Create New Doc" button.
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To begin creating a document from scratch, click on the "Start from Scratch" button.
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Alternatively, you can pick a template and tailor it to suit your needs. Crowd offers a variety of templates to meet different needs. To view details about each template, click on the "View details" button. To start customizing your template, click on the "Use Template" button.
3. Filtering and Searching Templates:
- Use the filter option to find a particular template quickly, or use the search button to search for specific templates.
4. Formatting and Linking Projects:
- Crowd Docs provides a wide range of formatting options. You can link different saved projects on your workspace to a document. This includes published unmoderated tests, moderated tests, feedback widgets, and Kanban boards. To unlink a project, click on the "Link to a Project" dropdown and deselect the project.
5. Managing Documents:
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You can delete or duplicate a document. Please note that deleted documents cannot be restored.
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Always click on the "Done Editing" button to save changes made to your document.
For more information on how to maximize the use of Crowd's Docs feature, refer to our demo video.