Quick Answers

This page answers the most common short, close-ended questions our users tend to ask. We've broken them down by category one the left to make finding answers simple and easy.

Don't see your question listed here? Drop us an email at info@sensorsix.com and we will answer you directly.


Projects

Projects are where your Items are prioritised in a back log and assigned to releases. Take a tour that will specify what you ca do with a project.


How do I create a new project?

You can create a new project by clicking the add project button.


How do I create a project from a trello board?

You can create a project from a trello board by clicking dropdown to the right of the add project button and choosing Create from Trello board

  1. Click add project button
  2. Choose create from trello board
  3. if not logged in - log in
  4. choose from list which one should be imported


How do I tag a project?

You can tag a project by first clicking the edit button.

A box will open and it is possible to tag the project

  1. click edit
  2. go to the tag field and type the tags you need

How do I add a description of a project?

You can tag a project by first clicking the edit button.

A box will open. Click details. Here it is possible to add a project description.

  1. Click edit project
  2. Click Details
  3. Fill out description field

How do I assign start and end dates to a project?

You can assign start and end dates to a project by first clicking the edit button of the project

A box for editing your project will open. Then click the Advanced submenu. Here you can specify a start and end date of your project

IMAGE
  1. Click edit
  2. Click Advanced submenu
  3. Go to start date and choose a date
  4. Go to end date and choose a date

Items

An item is the basic unit of sensor six. Take a tour to find out what you can do with an Item.


How do I add a new Item?

Click the Add item button and an interactive box will open with fields you can edit


How do I edit an existing Item

Click the blue link to the item on the list of items


How do I tag an Item?

  1. Open an Item
  2. Click the Advanced tab
  3. At the bottom you will find the Tag section. Here can type the name of the tag and click enter. Then a tag will be created.

How do I assign an Item to a team member?

  1. Open the Item
  2. Find the field Assigned to
  3. When you click this a list of team members will be shown

How do I specify a due date for an Item?

  1. Open the Item
  2. Click the due date field.
  3. An interactive calendar will open where you can select the date

How can I make notes on an Item

  1. Open the item.
  2. Click details
  3. Start editing the notes field

How do I upload a file to an Item?

  1. Click the Item
  2. Click Details tab
  3. Find the button “Add File”. Click the button and follow the wizard to upload the file. The file will then be shown to others when you collaborate with them about the Item.

How do I attach a link to an Item?

  1. Click the Item
  2. Click Details tab
  3. Find the button “Add Links”. Click the button and follow the wizard to upload the file. The link will then be shown when you collaborate about the Item.

How do I import items from excel to to my project?

If there are no Items in your project, just click the Excel button in the overview tab and follow the wizard. In the wizard it is possible to map columns to fields in Sensor Six or create new columns. It is necessary that row A has column names and the minimum is that the name should be mapped to one column. Sensor Six will assign


How do I import my trello board to a project?

When you create a new project just click the Trello button to import your Trello board to the project. You will be asked to log in to Trello, if you are not already and then you can select which board you will use.


How do I export my Items?

  1. Select the project you want to export Items from
  2. click the Export button at the top right and an excel sheet with all your items will be downloaded to your computer

How do I search for an Item?

Just type part of the Item or tag in the search field at the top right. This will take you to a result list showing a search in all Items in your account. Here you can filter the results to get a more fine grained result

If you just want to find an item within a specific project, just open the project and in the overview you will find a search field below the top to the right

Collaboration

You can easily engage internal and external stakeholders by going to the collaborate section. This will allow you to get input on new ideas, weighing the different criteria and rating each item on these criteria.


How do I create a new workspace to engage collaborators?

  1. Click add new

    if you want them to rate Items on one or more of the available criteria, select Rate items. If you want the to weigh the importance of the different criteria, Select Prioritise criteria and if you want them to be able to submit ideas for your product, select Gather ideas
  2. When you are ready to collaborate turn the workspace on in the top right
  3. Click create

How do I invite collaborators to score items on a particular criteria?

  1. Go to the collaborate menu
  2. Select the workspace you want to work on
  3. Click the Rate Items button on
  4. Select or deselect columns, rows or individual cells

How do I Invite collaborators to weigh different criteria?

  1. Go to the collaborate menu
  2. Select the workspace you want to work on
  3. Click the prioritise criteria button on
  4. Choose the method you wish to use for weighing the criteria

How do I invite collaborators to submit ideas to the product?

  1. Go to the collaborate menu
  2. Select the workspace you want to work on
  3. Click the Gather ideas button on
  4. Choose whether you want collaborators to be able to submit ideas, see other ideas or allow voting on other items.
Items will not appear to other collaborators before they have been approved by the administrator.

How do I share a workspace?

  1. Go to the collaborate menu
  2. Find the workspace you want to share
  3. Either click the copy button for quick sharing of the link to the workspace
  4. Or open the workspace and click the share sub menu. Here you can choose to share it on social media, through a link or get a code to embed the workspace on a website

Roadmap


How do I create a new road map?

  1. Go to the Roadmap module
  2. Click Add roadmap in the top right
  3. Choose a name for the road map
  4. Select the projects you wish to display in the road map

Now the roadmap will display the information in the projects you have chosen. You can click the road map to view it or click edit to edit details about purpose and status. If changes are made to the project they will instantly be displayed in the roadmap.


How do I choose what the roadmap should display?

  1. Go to the roadmap module
  2. When the mouse is above the title of a road map an edit button appears. Click this button
  3. The different options allow you to control the level of detail you wish to display to viewers of the road map
  4. There are to options to display the road map. Either as a gantt like timeline or as a list
  5. Choose the description sub menu and enter a text that describes the purpose or background of the roadmap
  6. Choose the Project menu in order to choose which projects to display in the road map
  7. Click Save changes

How do I share a roadmap?

  1. Go to the roadmap module
  2. On the list of roadmaps there is a link that you can copy and send to the people you wish to share it with

Settings


How do I change Password

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Choose Change password
  3. Fill out the new password
  4. Click save

How do I invite team members as editors?

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Choose Members submenu
  3. Click add user and fill in the email address
  4. Click save

How do I customise the workspaces for my account?

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Choose Design
  3. Choose the colour of the top bar by selecting colour
  4. Upload company logo if necessary
  5. If you want to direct collaborators to your web site when they click the logo just write the URL in the Logo URL field
  6. Click save and all workspaces in your account will now display your customized design

How do I select templates for creating projects?

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Choose Template editor
  3. Give the template a name,
  4. Select which decision type it applies to
  5. Add the default criteria that should be available. Give them a name and choose type and measurement function

Now this template will be available from a drop down when you create new projects


How do I use the Sensor Six API?

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Select the API sub menu for details
  3. Copy the access token to use for API calls

How do I change concepts such as project, release and folder in the user interface?

  1. Select the My account menu point in the top right drop down where your user name is displayed
  2. Select the labels sub menu
  3. Adjust the wording according to the terminology you wish to use

    Now the concepts will have changed in the user interface





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