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Finding a portal

Presentation board icon with a blue background, representing the Create portal step in the flow. Addition symbol icon next to a presentation board with a chart, on a blue background, representing the Add elements step in the flow. User icon connected to two points by lines, on a blue background, accompanied by arrows pointing right, representing the Share portal step in the flow. Binoculars icon on a blue background, representing the View portal step selected in the flow.

 

Prerequisite

  • Access to the Portals menu.

 

Introduction

Portals allow users to analyze organizational information in a simple and intuitive way. 

To find them, you can use the search field or the filter button.

See how to use these resources:

User adding shortcuts to the menu.

 

Finding a portal through the Search field

Access the Portals menu and click on the See all button.

In the Search field, type the title of the portal you wish to find and click on the Search button.

At this point, the corresponding portals will be displayed.

Portals screen with the Search field highlighted.

 

Finding a portal through the Filters

Filters are used to search for portals by means of their characteristics and the groups to which they belong.

Access the Portals menu and click on the See all button.

Click on the Filters button and select one of the following filter options:

  • Author: Filters the portals by their authors. 
  • Share: Filters the portals by public or private access.
  • Categories: Filters the search by portals from specific categories.
  • Following: Filters the search by portals that the user is or is not following.
  • Changed on: Filters portals by the dates when they were edited. A screen will be added to select the period to be used as a filter.
  • Mobile Friendly: Filters portals that are available on mobile, that is, portals in which the "Available in mobile version" option has been checked.
Portals screen with the Filters field open.

 

Conclusion

This way, you can quickly locate the desired portals!


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