Tracking Template Details

Overview

It’s easier than ever to collaborate with your team and track key details of each Demo and template within the Demo Library. Simply click on each Demo or template and a side panel will open up to provide you with some more information and capabilities.

Using the side panel, you can:

• Collaborate: Invite colleagues to edit or comment on each demo. This’ll help make sure everyone stays in the loop. Just FYI, if you tag a teammate on a private template, you’ll be able to make them a Collaborator, which means they can edit the template.

• Add context: See who created each template or Demo, when they were built, and a short description. You can also see which template created which Demos and other Demos created from that template.

• Promise consistency & efficiency: Avoid creating the same Demo twice, track unique elements within each template and Demo, and ease the hand-off between your teammates.

Why is my side panel closed?

There are two reasons why it can be closed.

1. You opened the menu on the left, which automatically closed the side panel

2. You clicked on the X button

There are 3 tabs in the side panel that each provide different options. You can learn more about each tab in the sections below.

1. Details: This tab will provide you with key information.

2. Edits: Here you’ll see the special features that are included, like Variables and Guides.

3. Comments: In this tab you can comment on the Demo or template or tag teammates.

Details Tab: Gain information and context about a Demo or Template

The first tab in the side panel is called “Details”. Here you can gather loads of information about this specific Demo or template.

Information you can gather from the Details tab

• The Demo or templates name given by the owner

• Which template created this Demo, or which Demos were created from this template

• Related Demos: What other Demos were created from that template

• Who created the Demo or template

• When the Demo or template was created

• When it was last modified

• All tags associated with this demo, if relevant

• Demo description

Help your teammates understand what this demo is about

You can add a short description explaining what the demo is about, who should use it, and when. Note that only teammates with Creator permissions can edit the description.

How can I add the demo description?

If you haven’t added the description yet, you’ll find an empty state that will guide you to add one.

Edits Tab: Track special features within the demo

To see which special features were used when this Demo or template was created, you can click on the “Edits” tab. This will show you whether any Guides or Variables have been included. In templates, you’ll also be able to see whether any Smart Objects were used.

What you can see from the Edits tab

• Variables:

  • All the Variables that are included in the Demo or template, including a description and the details that have been added.

  • Indication whether they are text or image Variables.

  • The slot will be empty if the Demo or template doesn’t include Variables
    (You can learn how Variables can improve your demo quality here).

• Guides:

  • A list of all Guides included the Demo or template, and the number of annotations inside each.

  • The slot will be empty if the Demo or template doesn’t include Guides .

• Smart Objects:

  • The Smart Objects that were used to edit the template and the number of screens it appears on.

  • The slot will be empty if the template doesn’t include Smart Objects.

Comments Tab: Gather feedback or comment on Demos

To see comments on your Demo or template, or to add your own, click on the third tab in the side panel, which is called “Comments”.

In this tab, you’ll see the comment feed, which will tell you who commented and when they left the comment.

How can I comment on tabs?

The option to comment is open to all users, no matter what their permissions are.

How can I see all the comments?

You will see all comments added to this Demo or template, sorted by the oldest first.

Where can I find older comments?

In case there are many comments, you can scroll up to find older ones.

Can I tag a teammate in the comments?

Yes you can!

• Open the comment tab

• Add a mention using the “@” symbol, and just pick the relevant colleague from the list. They will receive email notification that they have been tagged by you in the comment. The email will include a link so they simply need to click the link to open the comment.