Boost.space module navigation: Understanding the hierarchy and features of the System
The majority of the Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. are built on the same foundation, ensuring ease of use and clarity across all modules and their spaces or recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module..
Orientation in the hierarchy of the system
One level above
A button that returns the userCan use the system on a limited basis based on the rights assigned by the admin. to the level above (back).
SpacesIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access.
SpaceIn Boost.space, a space is a subunit within a module that helps organize and categorize data, ensuring clarity even with large volumes. For example, within the Contacts module, you might have spaces like "Client Database" or "Supplier Database." Access to each space is restricted to users who have created it or have been granted access. menu
Filter spaces inside the modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. by statusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. and create new spaces.
Navigation panel
Navigation across spaces within the module.
Spaces settings
The main spaces settings are displayed when one of the spaces is selected. To get in the spaces setting click on the three dots, next to usersCan use the system on a limited basis based on the rights assigned by the admin. and choose edit.
In space settings you can find addition settings, it also contains logs of changes that have been made.
Space users
Managing users assigned to a space by clicking on plus next to users pictures – here you can add and remove users, and also set their roles.
Additional menu of a specific space
An additional menu of a specific space displayed when one of the spaces is selected and clicked on the three dots next to name of the space. The menu also contains a button to delete the space.
Records
Creating a recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.
Button to create a record in the selected space.
List of records
All records according to the current selection – if no space is selected and no filter is applied, all records to which the user has access are displayed.
Filtration toolbar
Sorting and searching records. Under the funnel icon is a filter panel. Spaces containing filtered records are displayed in the navigation toolbar.
Editing a record
For edditing you can use two options. You can click on the “Edit” button and edit the records all or you can choose to edit only one and click on the pen icon.
Table settings
You can find selection of columns that should be displayed in the list of records after clicking on gear icon.
Deleting a record
Button for deleting a record.
Record listing pages
When you have high number of records, it will spread to pages.
The Boost.space module navigation is designed to be clear and consistent across the entire system, making it easy to find your way around.
If you need help with anything, please contact us at [email protected].