Craft your perfect platform

• Design is the first of four onboarding phases

• This is the part where you’ll figure out how your content (forms, surveys, dashboards, etc) connect to your areas of work (projects, albums, groups, etc)

Open

Core concepts

Before we dive into the detail, let’s introduce a couple of key concepts on Makerble

• stories - the way you store progress, survey responses, attendance, case notes and more

• contacts - the way you store the people, organisations and other entities you work with

Stories

Open

Contacts

Open

Start the design process

If you’ve bought an onboarding package, we’ll design your platform using a Blueprints spreadsheet.

• It’s our way of organising the detail of how your account will be structured so that your experience on the platform matches the way you already work.

Other onboarding phases

• Build - Platform Builder's PlaybookPreview

• Import phasePreview

• Embed phasePreview