Top

Winter - Spring 2017

We've been working really hard to make ConceptShare faster, smarter, and more intuitive for our customers so that you can be as efficient and productive as possible when it comes to review & approval. 

Here is an overview of changes & features we've added to this release:

 

Get work done faster with our improved interface

 We're always striving to make ConceptShare as easy to use as possible. This release includes many changes to the general interface for all of the different "dashboards" you use within ConceptShare including Projects, Work, Assets, Reviews, and more. Instead of having an "Actions" button with selections in a drop down, we've moved all of the things you need to do front and center with dedicated icons. Take a tour around your new Projects view, and hover over any icon to see what action it completes. Fewer clicks to get what you need saves time, and means work gets done faster. 

Our new interface let's you take the next steps quickly and easily. 

BETA_Dashboards.png

 

All the dashboards have a new visual design.

BETA_Dashboards.pngThe Actions button has been replaced by icons across the top of the dashboard to make them more accessible. Hover over any icon to see its intended purpose.

Add (with a drop down for any alternate items that can be created)

Edit

Open

Archive

Create Feedback Summary

Delete

More

URL

Info

BETA_AccountSettings.pngAccess account settings from anywhere in the application (outside of the Proofing Workspace). Click the Settings Icon in the top right to expose the full drop down menu.

 

 

Get the information you need at a glance with more detailed thumbnails:

You can now see more details on the Assets dashboard with our updated thumbnails: 

  • An icon representing the type of file is in the top left corner.  
  • If a status has been set for the asset the corresponding colour bar will appear under the thumbnail and the card will be shaded with that colour.
  • Underneath the thumbnail, the name of the asset is listed, followed by the name of the person who uploaded it.  
  • The number of versions is displayed in the lower left.
  • Select the assets by clicking on the frame around the thumbnail including using shift+ or ctrl+ to multi-select
BETA_Assets.png

 

These improved thumbnails are designed to display more information at a glance. More cards fit per page and they present key information about the item:

For Resources the card includes:

BETA_Resource.png

  • if a Resource is active/inactive
  • their Role
  • if they own the project.

 

For Assets the card includes:

BETA_Assets.png

  • An icon representing the type of file is in the top left corner
  • If a status has been set for the asset the corresponding colour bar will appear under the thumbnail and the card will be shaded with that colour.
  • Underneath the thumbnail, the name of the asset is listed, followed by the name of the person who uploaded it.
  • The number of versions is displayed in the lower left.

 

Opening an Asset is the same, simply click on the thumbnail. However, selecting assets to take action is different:

  • Drag the mouse to select one, or multiple items.
  • Click on the outside area of the card (not the thumbnail),
  • For multiple selections use Ctrl + Click to add an individual items
  • For a range of items click Shift + Click.
  • Alternately, change the display to list view and use the familiar checkboxes to select items.

 

Maintain focus on what's important to you with smarter Filters: 

Filters now have "short term memory"! Whatever filter preferences you set will be remembered until you log out, or close ConceptShare. This applies to anywhere you can filter a view. For example, if you've filtered your Projects view to only show Projects that are "Not Started", you can go on about your work elsewhere in ConceptShare, and when you return to your Projects view - you will still see your filtered view of only In Progress Projects.

When the Filter icon is blue, it means the view is currently filtered: 

V5.4 FIlter View On Screencap.png

BETA_Filters.png
The Filters have been improved and moved to the far right. Clicking the filter icon opens all options at once meaning less clicks to customize the view.

The filter can be collapsed for more viewing real estate. The blue colour of the filter icon indicates that the current view is filtered.

 

In response to many customer requests, filters now have a “memory”. During a browser session the filter criteria will be maintained on that dashboard until the user changes, or clears the criteria.

 

Find things faster with improved speed & design on searches: 

Previously, the ability to find anything in ConceptShare by using Advanced Search didn't work as quickly as we'd like it to. As part of our mandate to help our customers work as quickly and efficiently as possible, we've completely revamped how Advanced Search works.  Instead of recalculating as someone types, you trigger the search button once you've set your parameters ensuring we target our searches to return fast results.
 
With these improvements, you can find exactly what you're looking for across your entire account. Go ahead, give it a try - you can find Advanced Search in the left side panel when you log in. 
 
5.4 Advanced Search Screencap.png

 

Improved Speed when Searching

Finding who, or what you are looking for is now faster with our redesign of the Advanced Search function, adjustments to the resource lookup, and direct access to your asset from Asset Smart Folder results.

BETA_AdvancedSearch.pngThe Advanced Search feature now has its own page. The speed has been improved by changing the search to be applied on-demand, by clicking the Search button on the page, instead of applying the search “live” as the user changed the search parameters.

Performance has been enhanced on the resource lookup everywhere in the application. The top 30 results will be returned with a flag if there are more matching options. Typing further will allow the search to be refined.

Clicking on an Asset in a Smart Folder will deliver the user immediately to that asset in the Proofing Workspace. Previously, clicking an Asset in the smart folder results brought the user to the folder containing the Asset.

Feedback

Encourage your team to try the new features - we’ll be listening closely to your feedback. Let us know what they think! 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request