Welcome to Intellinote 2.0. This handy guide shows you how the all-new Intellinote - now with Video Conferencing, Audio Calling & Screen-Sharing, among other things - elevates your team's productivity to a whole new level.

1. Moving to Intellinote 2.0 – What you need to know

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1. The New
Intellinote 2.0 User Interface
2. New ways to get to the Unified Workspace,
your Tasks & Org Members
3. Navigating the Workspace list
4. Adding people to a Workspace
5. Working with your Tasks, Files & Messages in a
Workspace
6. Video Conferencing, Audio Calling & Screen Sharing
7. New person-to-person Workspaces
Moving to Intellinote 2.0
What you need to know

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3 Big Changes in Intellinote 2.0
To Make Your Experience Better
A new Sidebar
(You can collapse/expand it) A new Activity Feed
New Content Feeds
Next: Let’s dive in to each section…

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Getting to the Unified Workspace
(now called just “All”)
Click on this always-visible
Unified View (“All”) icon to
look at your Tasks, Files &
Notes across all of your
Workspaces

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The new All-Tasks icon
The new always-visible
Tasks icon shows you ALL
your Tasks, across all
Workspaces
Use Filters, Tags
& Sort to control
your Tasks view

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The new All-Org-Members icon
This always-visible Org Members icon
makes it easy to find an Org member
(to call, chat & more)
Click here to add others to
your Org.
Note that is a Org-level
function accessible to Org
Admins & Org Creators

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New pop-up Workspace descriptions
Move your cursor over one of the
Workspace icons to see a description;
Click on it to go to that Workspace

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Navigating through your
Workspaces & Conversations
Click on the circle with the 3 “…”s to
bring up the full list of Workspaces
Scroll through the displayed Workspace
list on the left using your mouse

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Finding your content within a Workspace
In all Workspaces, your work “content”:
Chats, Files, Tasks, Notes (and member list)
is now conveniently arranged in clickable Tabs

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Adding people to a Workspace
All Workspace members are always visible
(so you can easily + quickly start one-on-
one chats, calls, etc.)
To add a new person, just
click on the “person” icon

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Ping everyone in a Workspace with @all
Use @all to ping everyone
in a Workspace.
That notifies them within
Intellinote, on their
Desktops and via email.
Tip: Use @person-name to ping a specific team member

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Video Conferencing,
Audio Calling and Screen-Sharing
Anyone can click on this
icon to start a
video/audio/screen-sharing
session.

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Then, after a one-time plugin download,
you’re here!

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Audio: You and others can join from your phone
or computer

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To invite others to your conference, just click on
the “Invite” button
Send them this link by email or
Intellinote chat or whatever works best

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It’s easy to join an ongoing Video/Audio/Screen-
Sharing Session from Intellinote too
Intellinote automatically pings everyone in a
Workspace with the link to the session
(if you start it from that Workspace)

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Sharing your screen: Easy and lots of options

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Video/Audio/Screen Sharing minutes
What you need to know
• Standard: 1000 minutes per month, per paid user
• Premium: 2000 minutes per month, per paid user
• Enterprise: 4000 minutes per month, per paid user
Paid Users
• During the 30-day Trial: 1000 minutes across all users in your
Organization
Trial Users
• 0 minutes
Expired Trial Users
Important: Minutes are pooled and shared by all users.
To add more monthly minutes just add another paid member to your Org.

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Search: More powerful and in a new location
Filter results by searching
within
the Workspace you are in
Search results are
automatically arranged by
content Tabs
You can even search for people or
Workspaces by name

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1:1 Conversations,
aka, new “person-to-person” Workspaces
These Workspaces are created when
you call or chat with someone in
Intellinote
Chat with someone, share files, assign each
other tasks, etc. – And leave them in this
WS or move them elsewhere
TIP: Create one-on-one Workspaces with
your boss or direct reports to hold day-to-
day Tasks, conversations, etc.

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Want to pull someone into a 1:1 conversation?
Just click here to pull a team
member into a conversation

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And…
Just click here to pull a team
member into a conversation

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Voila!
Just click here to pull a team
member into a conversation

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What hasn’t changed in Intellinote 2.0?
How you interact with Tasks, Files and Notes…
E.g.: You can still add
Followers to a File (or Task
or Note) as before

25. Questions?
Email us at customer.success@intellinote.net or
Send us a note: www.intellinote.net/contact-us/
That’s it! Thanks for using Intellinote
That’s it! We hope you like the new Intellinote.