Share productivity tips with your team
This feature is part of an extension. Extensions are a flexible way to access additional capabilities in Fusion. Learn more.
Updated features and workspaces described in this topic are being rolled out gradually to customers. Contact your Autodesk representative for more detail.
To ensure you and your team have the best experience when working with the Fusion Manage Extension, consider trying out and sharing these additional tips with your team as you begin to generate data in your site. These tips will help you navigate and manage the data in your site.
Set up custom workspace views
You can create custom views for each workspace by specifying the fields to show in the item list and applying filters. The filtered results can also be exported to an Excel spreadsheet.
Recommendations
Refer to Work with custom views to learn more on how to create custom views.
As an example, you may want to include the Progress information as a visual way to track each change order.
After adding the required columns to the view, click the filter icon on any column heading to then filter the table by a specific value.
Use the Export to Excel option to share key workspace information to those who may not have access to that workspace.
Bookmark an item
In the main dashboard, the My Bookmarked Items section is your list of important and favorite items. The list includes items from all workspaces to which you have access. For details on how to bookmark an item, refer to Work with bookmarks.
Recommendations
- Bookmark items that you need to access quickly and often.
Bookmark a workspaces
There may be specific workspaces that you will often visit. You can bookmark them to access them quicker.
In the Navigation menu, locate a workspace you want to bookmark, then click the star icon. You can then find your bookmarked workspaces in a dedicated Bookmarks section of the Navigation menu.
Recommendations
- Bookmark workspaces you will visit often.
Archive an item
When you need to deactivate an item in a workspace, you can use the Archive option. This means the item stays in the database with a status of Archived but no longer appear in your default list of items in the workspace. To view only the archived items, in your workspace view you can toggle on the filter Show only Archived Items.
To be able to archive an item in the Components and Drawings workspaces, you will need to add the Delete Item permission to the Editor [Components] and Editor [Drawings] roles.
Refer to Archive an Item on how to archive an item.
Recommendations
- Archive items that are no longer needed to tidy up the items in a workspace.
- Review the Editor [Components] and Editor [Drawings] roles to determine if all users with these roles should be able to archive items and consider creating separate roles to be able to do this.
Use test users for testing and training
You might find it helpful to use test users to see what your team members see when you make a change to a setting.
Recommendations
- Use an email generator where you can access the inbox, such as Yopmail, that you can invite to your site for testing and training. Then, assign a license to the test user temporarily and log in on a separate computer or a private browser to be able to see results of your settings.