Spatium Poster

Essential Spatium Guide

A clear and practical walkthrough to help you start using Spatium from day one.

4 topics
16 sections
4 min
Start the guide
Section 1

Dashboard: Exploring the Control Panel

Discover the key elements of your main dashboard and learn to navigate it with confidence.

  1. Planning Tools

    Learn how to use the planning tools available in Spatium to design everything from high-level strategies to detailed action plans.

    2:13
  2. Planning Progress Dashboard

    View the progress of your strategies, plans, programs, projects, action plans, and checklists all in one place to facilitate tracking and decision-making.

  3. Recent Targets

    Quickly review the most recent targets you've created or that have been assigned to you, directly from your main dashboard.

  4. Graphs Dashboard

    Learn how to create custom graphs to visualize any kind of relevant information, from general metrics to specific data about your processes.

    2:24
  5. Post Announcements

    Learn how to create and share internal announcements to keep your entire organization informed from the dashboard.

Section 2

Your Organization: First Steps

Discover how you can set up and manage your organization.

  1. Customize Your Organization

    Keep your organization’s identity up to date with just a few clicks.

  2. Invite Members to Your Organization

    Learn how to invite new members to join and give them access to your organization.

  3. Manage Access Levels in Your Organization

    Discover how to use predefined roles and create new ones to assign permissions according to your team's needs.

  4. Add Strategic Information to Your Organization

    Turn your org board into a living guide of purpose and collective goals.

Section 3

Permissions: Understanding the Permissions System

Discover exactly how the highly customizable permissions system works.

  1. Item Assignments: Manage Access Precisely

    Discover how assignments allow you to share only what's necessary, protecting information and delegating responsibilities clearly.

  2. Define What Each Role Can Do

    Discover how to define which actions are allowed for each member based on their role.

  3. Fine-Tuning: Case-by-Case Permissions

    Learn how to grant specific permissions to a member even if their general role does not allow it.

Section 4

Org Board: Visualize Your Organization’s Structure

Explore how your team is represented, with groups, positions, and clear hierarchical relationships.

  1. Building Your Org Board from Scratch

    Learn how to start your org board by creating groups and positions that shape your organization’s visual structure.

  2. Positions: How They Work Within the Org Board

    Discover how to create and position roles within the org board to build a clear and functional structure.

  3. Groups: How They Work Within the Org Board

    Learn how to create and organize groups to represent areas, teams, or departments within your organizational structure.

  4. Headers and Footers: How They Help You Communicate Vision and Purpose

    Learn how to use these sections to highlight your organization's vision, mission, or expected outcomes directly within the org board.