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What is a Workbook?
Ben Thng avatar
Written by Ben Thng
Updated over a week ago

A Workbook is a folder of Boards in the MSIGHTS Platform.

Workbooks allow users to organize Boards into folders for easier access. When Boards are added into Workbooks, they appear together in the Left Navigation Panel. In addition, when a Board is accessed under the Workbook section, the Boards in the same Workbook are shown as tabs.

  • Workbooks can be shared with team members.

  • Up to 10 Boards can be added in a Workbook.

  • Boards can be both a Favorite and in a Workbook at the same time.

  • Boards can only be in 1 Workbook at a time.

What is a Workbook?

How do I Access Workbooks?

Workbooks are located on the Left Navigation Panel in the Reporting application. The Workbooks section is right under the Favorites section.

Workbooks in Left Navigation Bar

Note: This feature has replaced Projects. Projects created by users were converted into Workbooks upon the launch of Workbooks.

To learn more about Workbooks, follow the links below:

Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window on your bottom right-hand corner at any time or the button below for any questions, support, or feedback. We'd be happy to help!

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