Purpose

• Take notes about using Laddice including points of confusion, bugs, dislikes/likes, etc. to share with Alex

Meeting Notes

• 12/15/2022: Meeting #2

  • Showed Ed Consultation with Ed Hill About Laddice @ OCR:

  • Resolved issue with screen sharing Consultation with Ed Hill About Laddice @ Issues with screen sharing

  • Walked Ed through creating an account

  • Some initial setup and lessons:

    • Added Ed to Public Tags/Filter project

    • Showed Ed the Saved Filters to find Laddice training

    • Ed created a comment and showed him how to share and change access type to create this document

    • I added some demo content and illustrated adding inline tasks and labels

    • Showed how a label can be used to dynamically create “folders” that are referenced within other documents

  • Ed to play around with Laddice himself and take notes in Shared Notes About Laddice with Ed/Alex @ Items if he has any

    • I encouraged Ed to create/share documents with me if he’d like to practice

  • Next we will work through analyzing his files and linking them into Laddice in the context of either an Initiative or Goal document

Tasks

1. Review all training material (see Filter: 1. Laddice Training)

2. Familiarize yourself with task management system (see Filter: Start Today as one example method)

Items

1. Due to height of screen, the advanced share menu is hard to use

Tags

Accessing Tag View

1. Select Tag icon.

   

2. Review all tags you have access to and create new ones.

   

Creating Hierarchical Tags

1. Navigate to the Tags View and select the + to create a new tag.

   

2. Enter the Tag name and any other relevant info into the New Tag form. Enter the name of the higher level tag in the Parent Tag text box.

   

Projects

Creating a Project

1. Navigate to the Projects icon and New Project.

   

2. Enter the project info and select Confirm.

   

Connections

Accessing Connections View

1. Select Connections under the Connections header.

2. Search for the document you’d like to view.

3. Review all of its connections.

Creating a Saved Filter

1. Click Save at the top of the Filter view.

   

2. Add any other defining characteristics, for instance:

   • Only tasks assigned to me

   • Only these task assignments

   • Only tasks in this project

   • Only tasks with this tag

Applying a Saved Filter

1. Select the Funnel icon in the top of the Filter view and select which filter you’d like apply.

Adding Attributes to Multiple Documents

1. Select the group of documents you’d like to add attributes to in the List View.

2. Select the Node Selections icon in the Top Panel of the Laddice dashboard.

3. Add tags, projects, tasks, and more to all of the selected document.

   

Using Public Tags

1. Access public tags by searching the tag text box.

Using the Text Panel

Adding Headings

1. There are 4 headings you can use to breakup your document. Once you create your heading, a clickable Outline will be created automatically at the top of your document. Clicking on headings navigates you to that section of the document.

2. To create a heading, place your cursor on the line of text and navigate to the Paragraph icon to select heading.

Highlighting Text

1. Select the text you want to highlight and navigate to the Highlight drop down in the text panel to select your highlight color.

2. You can also use this drop down to remove highlight from text.

Creating a List

1. You can have a bulleted or numbered list by placing your cursor on the block of text and selecting either Wrap in bulleted text or Wrap in ordered list from the text panel.

Creating External Links

1. Copy the URL link from your source outside of Laddice.

2. Select the section of text within your document you’d like to link to.

3. Select the link button in the top text panel. (Or press Control+K on your keyboard)

4. Copy the external URL link into the Link section and hit confirm.

5. The text should now be blue to indicate a link.

Note: Some external links will also be noted with an icon. Ex. Google Sheets and Youtube

Creating Internal Links for a Block of Text

1. Right click the block of text you’re linking to and select Rich Text Editor Link to Block.

Note: If you’re having trouble accessing the menu, ensure you’ve enabled the Custom Right Click Menu under Settings.

3. Select the section of text within your document you’d like to copy the link to.

4. Select the link button in the top text panel. (Or press Control+K on your keyboard)

   

5. You can also connect to an entire document by just searching and selecting it from the Filter view that pops up in the Link menu.

6. Paste the link into the Link section and hit confirm.

7. The text should now be blue with a purple underline to indicate an internal link.

Using the Right Gutter Panel

Changing a Task Status

1. Navigate to the block of text you’d like to add or change the task status for and click the Task icon.

   

2. Update to the correct task status. For example change an Open task to Complete.

Creating Inline Tags

1. Navigate to the block of text you’d like to add a tag to and select the tag.

2. Search for the tag(s) you’d like to add and select.

2. You can adjust the visibility of the tags by selecting the green tag in the right gutter panel of a document.

Tagging a Document

1. In the top right section of the document start typing in whichever tag(s) you’d like to add and select them.

Creating Comments

1. Click the speech bubble on the line of text you’d like to comment on.

2. Confirm the creation of the document by selecting Confirm. Add content within or pop out by clicking the square icon and add content.

Using the Top Document Panel

Adding Different Access Rights to Documents

• Some documents are a public document that anyone with access to Laddice can view, however you can control the access rights on any document you can edit by navigating to the top document panel and selecting the Lock icon.

Sharing a Document with Other Users

1. Click the Share/Access Menu button.

2. Add projects or individual users, as well as send notifications.

3. You can give users View or Edit access, by selecting the Eye in the Share with section.

4. Finally, confirm any changes by clicking “Confirm change”

Create a Single Connection

1. Navigate to the Top Panel within the document and select the type of connection you’d like to make.

2. Search for the document you’d like to connect by key word or attribute just like in the List/Filter view.

Using the Bottom Panel

Filtering by Recently Edited in a Document

1. In the bottom panel of the document select the Filter by time ranges or deltas icon and select the criteria to filter by.

Adding Attributes to Multiple Blocks of Text within a Document

1. Select the mouse icon in the Bottom Panel of the document and confirm Always is selected.

2. Select the blocks of text to add attributes to.

3. Add any task attributes using the Check Mark icon.

4. Add tags using the Tag icon.

Other

Reordering a List

1. At this time, the best way to reorder a list is by placing your cursor within the line of text you’d like to move and hitting Esc. This should create a grey block around that block that will preserve all of it’s attributes.

2. Copy the block and paste it into whichever new place you’d like it within your list. Any text, tag, or task attributes should remain.