One Place

Introduction to OnePlace

• Overview
• Signing In/Out
• Modes, Sections and Views
• Global Toolbar
• Secondary Navigation Menu
• Actions
• Dialogs
• View Settings
• Remembering What You've Done
• Data Identifiers

Overview

Welcome to OnePlace! We hope you find our Support Center for OnePlace useful, and welcome any feedback you have for making it even better. Feel free to send us feedback from within OnePlace using the Support | Contact Us in the upper right hand corner of the page.

OnePlace is the only business collaboration solution that connects you and your team members to increase productivity and complete higher quality work. It was designed with you in mind — the greater the success of the individual, the greater success of the team. OnePlace is loaded with features that help you collaborate with your teammates to accomplish more than you ever thought possible.

Something that makes OnePlace unique is that it was created to work across all facets of your life, not just work. This is so important that it's worth repeating — You can use OnePlace for lots of things other than just your work in the office.

Here are just a few ways OnePlace is being used today by our users:

• To collaborate with teammates to complete projects.
• To collaborate with people outside the team, like clients, customers and business partners.
• To share information with family members, like a grocery list.
• For organizing your personal life, such as storing important documents, keeping notes of things you want to remember, and making lists of things you want to do.
• For collaborating with people who share common interests as you, such as a special interest group, a non-profit you volunteer for, your church, etc.

Signing In/Out

You use an email address and secret password to sign into OnePlace. The email address can be anything you like provided another OnePlace user is not already using that email address. You will want to use an email address that you have access to, as OnePlace may use this email address to communicate with you via email.

The only requirements for the password is that it must contain at least 4 and no more than 20 characters. If you would like help on choosing a suitable password for keeping your account secure, please refer here.

You can also pass your email address and password on the 'sign in' url in order to bypass OnePlace's Sign In page. This allows you to create a bookmark in your browser for easily signing into OnePlace. Use this approach with caution, as it allows anyone who has access to your computer to gain access to your OnePlace account.

Example: https://www.oneplacehome.com/signin?email=johndoe@yahoo.com&password=LetMeInPlease

Unless you sign out explicitly, you will remain signed in for two weeks at a time. OnePlace will then automatically sign you out. Signing out frequently lowers the chances of unauthorized access to your data.

Modes, Sections and Views

The OnePlace user interface is divided up into different areas called modes, sections and views. Modes represent broad areas of functionality such as Home, Workplaces, Inbasket, Discussions, Calendar, Archive and Trash.

Sections represent specific areas of functionality within a mode. For example, the Workplace mode contains the Overview, Statistics, Discussions, Tasks, Files, Lists and Notes sections. To access a section, simply click on one of the tabs that appear when you click on a mode. Note that not all modes have multiple sections.

Views represent a specific view of a section. Some sections support more than one way of viewing the data associated with the section. For example, the Task section provides two different views for working with tasks - the "All Tasks" view, and the "Task Details" view. Note that not all sections have multiple views.

Global Toolbar

The global toolbar is always available at the top of the page, no matter where you are in OnePlace. It provides quick access to features that you use often.

• Home — The Home button takes you to your Home page.
• Workplaces — The Workplaces button provides fast access to the workplaces you are a member of via a pop up menu. Click here to learn more about the Workplaces feature.
• Recent Items — The Recent Items button provides fast access to things you've worked with recently via a pop up menu. The most recent item is at the top of the menu, and the least recent at the bottom. Each type of item is denoted by an icon, however you can also hover over an item to see what it's type is. OnePlace keeps track of the last 8 things you've worked with. If you want to increase/decrease this number, you can edit the 'Number of items to show in the Recent Items menu' setting in your user preferences.
• People — The People button allows you to quickly navigate to your People Page to view all teammates across all accounts and Workplaces you have access to. From here, you can also view each teammate's individual People Page for their recent activity, contact information and personal bio.
• Inbasket — The Inbasket is where other team members send you messages, the system notifies you of various things, and where you can leave notes for yourself. If your inbasket contains unread notes, OnePlace will decorate this button with a small maroon-colored "badge" that shows how many unread notes you have. Also, the Inbasket button will change its appearance depending on whether it's empty or not. This makes it easy to see at a glance whether you have any pending inbasket notes to process. Click here to learn more about the Inbasket feature.
• Discussions — The Discussions button provides fast access to the discussions you are participating in via a pop up menu. Your discussions are arranged on the menu based upon whether they contain unread messages or were read recently. OnePlace will decorate this button with a small maroon-colored "badge" that shows how many unread discussions you have. Click here to learn more about the Discussions feature.
• All Tasks — All Tasks provides a blended view of the tasks you have visibility to based on the workplaces that you are a member of. It's a one-stop-shop for working with your tasks.
• Calendar — The Calendar is where you schedule your work for specific dates. Click here to learn more about the Calendar feature.
• Reports — Reports is a dedicated area within OnePlace for generating different reports of your data. Click here to learn more about the Reports feature.
• Search — Search is an easy way to find things that you have stored across your various workplaces. Click here to learn more about the Search feature.

Secondary Navigation Menu

The header of each page in OnePlace contains a secondary navigation menu (located in the upper right hand corner of the page) for accessing some less-often used functionality.

• Quick Add — The Quick Add button gives you a fast and easy way to create new things (e.g. projects, tasks, notes, workplaces, etc.) via a pop up menu.
• Archive — The Archive is a handy place to move things when you are done with them, such as a completed project or a workplace you no longer need but don't want to delete. Click here to learn more about the Archive feature.
• Trash — Trash is a place where things go when you "trash" them. You can always restore something from the Trash if you decide you still need it, provided you haven't permanently deleted it and OnePlace hasn't automatically deleted your trash. Click here to learn more about the Trash feature.
• Settings — Manage various settings related to your team and personal accounts.
  • Team Account Settings — This option will only appear if you are an administrator of your team account. It provides access to managing your team account (changing your subscription, adding or removing users from the account, etc.)
  • Personal Account Settings — Provides a way for you to manage your personal account (setting your personal preferences, viewing your account usage, etc.)
  • Personal Profile — Edit information contained in your personal profile, such as your name, address and contact information.
  • Themes — Themes are a way to change the appearance of your OnePlace. Choose the theme that is right for you.
  • Contexts — Contexts are a way to organize your tasks in a way that fits your work style. Click here to learn more about task contexts.
• Support — Different ways for you to get help with using OnePlace.
  • Contact Us — A simple way to contact the team that created OnePlace. When you contact us, a case is automatically opened in our case tracking system, and all correspondence thereafter between you and us happens via email.
  • Forum — The OnePlace Forum is a great place to go to ask questions about how to use OnePlace. Chances are one of the OnePlace team members or another user will promptly answer your question. The Forum is also where the OnePlace team will post important announcements.
  • Help — Displays the online Help (what you are currently viewing)
• Sign Out — Sign out of OnePlace.
• Name and Status — OnePlace displays your name as the user who is currently signed in, as well as your current status. You can easily change your status by clicking on its description or icon, and changing it via the "Update Status" dialog that appears.

Actions

One of the key design philosophies in OnePlace is low friction, meaning the user interface should make things as easy to do as possible. One feature that helps lower the friction of use is the ability to edit data wherever you see it within OnePlace. For example, a task can appear in numerous places within the user interface; the "Scheduled Tasks" panel on your Home page, within a workplace, on the Search Results page, etc. In each of these cases, a common set of actions that can be performed on the task are offered. These actions can be accessed via a small "Actions" link that appears following each task title. Simply hover over the "Actions" link, and a set of actions appropriate to the task will automatically appear. Note that actions are available for each type of item (task, project, workplace, note, etc.)

Dialogs

OnePlace makes extensive use of dialogs for entering and viewing data. Dialogs provide the benefit of focusing your attention on the thing you are trying to accomplish (add a new task, edit a project, flip and inbasket item, etc.). The page behind the dialog is disabled (won't accept mouse input) and dimmed while the dialog is open.

A key feature of the OnePlace dialogs is the Save and Add button. This button allows you to rapidly enter multiple things (inbasket notes, projects, tasks, notes, files, etc.) without closing the dialog between each thing added. Definitely a time saver!

Dialogs support the use of keyboard shortcuts. Click here to learn how to use these shortcuts.

View Settings

A view in OnePlace typically offers a set of controls used to configure the view. These controls are collectively referred to as view settings. For example, a view which displays a list of tasks will offer controls for filtering, sorting and grouping the tasks. Another control commonly found in view settings is a Show/Hide Details link, which can be used to quickly show or hide the details for all items displayed in a view. The example view settings shown below is for working with a list of tasks.

Remembering What You've Done

As you use OnePlace, you may notice that it's remembering what you're doing. For example, OnePlace will remember the last section you used for each mode, so that the next time you go into a mode, that section will be the current one shown. Another example happens with view settings. As you use view settings for a particular view, OnePlace will remember which filter you last used, which sort, which group by, etc.

Yet another example of how OnePlace lowers the friction of use!

Data Identifiers

Each piece of data in OnePlace is given an identifier that uniquely identifies it from data of the same type. These identifiers can be useful as a way to communicate with team members about a specific piece of data in OnePlace. For example, it may be easier to refer to task #231 than to the "Update the product documentation" task. Note that data of different types can have the same identifier. For example you could have a task #78 and a discussion #78.

Click here to learn how to use the OnePlace Search to locate something by its identifier.

You can also use an item's identifier to refer to that item both within and outside of OnePlace. Click here to learn more.