insaplan
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Getting started
Projects
Plans
Data sources
Choosing where to store your data
Creating a data block
Data blocks
Importing data from a spreadsheet
Importing entries into the knowledge base
Linking records to plan elements
Single and multiple record blocks
View Layouts
Where data blocks can appear
Knowledge base
AI assistant
Dashboards
Reports
Builder
Tables
Infographics
Charts
Account and settings
Data sources
Where your data can live, and how to choose between the options.
Choosing where to store your data
The options for storing data in Insaplan, and how to choose between them.
Creating a data block
Defining a data block and the fields it records.
Data blocks
What a data block is, and how it differs from a record.
Importing data from a spreadsheet
Where you can import a spreadsheet, and what each import produces.
Importing entries into the knowledge base
Importing a spreadsheet into the knowledge base as insights or a summary table.
Linking records to plan elements
How a record held by the project appears on one or more plan elements.
Single and multiple record blocks
What the multiple records setting changes in practice.
View Layouts
The layouts available to a data block, and the fields each one requires.
Where data blocks can appear
Which screens a data block can appear on.