What is it?
To give you an idea of what a datasheet is, let's imagine, in a very simplified manner, a OneSoft datasheet as one sheet of an Excel spreadsheet. For instance, if your sheet was named "Contracts", you would keep all sort of information about every individual contract such as its number, title, contracting parties, effective dates and so on.
In comparaison to a table, however, OneSoft is not just a plain database to keep records but it offers you much much MUCH more. For example, your records will be kept in a very clear and easy way, you will be able to link the information together so you can clearly see all the connections and dependencies, to set up watchdogs to send you notifications for any important dates and deadlines or just a simple change in some specific record, to manage (not only) your tasks and much more. Most importantly though, OneSoft is a tool for collaboration, enhancing team productivity.
In a nutshell
Each datasheet contains a number of items that you and your colleagues create. For each item, you can keep records on a numebr of item details:
Where can I access my datasheets from?
Your favorite datasheets are always accessible from the tabs in the top right-hand corner of the screen. Your other datasheets are accessible from the hamburger button (in the top left-hand corner of the screen). Mark more datasheets as favorite by clicking on the grey little star (see the instructions in the picture below). When it turns yellow, your datasheet is marked as favorite and appears in a new "tab" among other favorite datasheets.
To get to know more about your favorite datasheets, check out this article.
What is a datasheet template?
Each datasheet contains a set of default item details. This is what we call a datasheet template that is to be customized by your admin according to the needs of the organization (see how). They can delete item details, create new ones, group them into the group of details or change the type of field of an item detail (from a free text field to checkboxes, to numbers, to date, to tags, etc.).
Where does my selection of datasheets come from?
The datasheets were selected for you based on the solution you have chosen to suit your needs the best. The six basic datasheets that coulnd't be deleted, are: Employees, Contacts, Companies, Projects, Organizations and Processes.
Can I add more datasheets?
How can I customize my datasheet dashboard? How can I access it?
Find your answers in the dedicated article.
What else can I customize about my datasheets?
For each of your datasheets, you can choose color, your default sorting of items (alphabetically, last modified, etc.), and finally, how many details and how many links you would like to see.
The user's datasheet settings are accessible from the top right-hand corner of your side menu:
Step 1. Move your mouse over your profile picture in the side menu so the two editing tools in the top righ-hand corner pop up. Click on the three dots to unroll the menu.
Step 2. Go to the first option - "My settings of datasheet"
Step 3. Make your settings. Here is a detailed list of all your options:
- Datasheets – using drag and drop method, change the order in witch your datasheets are displayed in the hamburger button
- Sorting – set up your own default sorting of items in a list of items for each datasheet
- Color – choose your own color for each datasheet
- Detail – set up the number of rows in table (for all item details in table format) displayed on one page
- Links – set up the number of connections of an item displayed on one page in the Connections tab
- View last link – only for datasheets with a hierarchical structure such as Orgchart. Mark this box in case you want to see only the last level of connection in the hierarchical structure of the datasheet.
Step 4. Save. Your changes will be made instantly.