1. What is cards library
The card library is an smart time-saving feature. It's a repository where you can store and reuse your techpack card details including images, annotation comments etc. At any time, anyone in your organization can copy these cards when working on a new or existing techpack and save a ton of time typing the same information over and again.
You can create different types of libraries as per your requirement.
Sketches - In sketches library, you can only add/copy sketch cards.
Materials - In materials library, you can add/copy your material cards
Measurements - In measurements library, you can add/copy your measurement cards
2. What is the difference between personal & organization library?
There are two types of libraries on Techpacker:
The personal library is where each user can store cards for their personal use only. Meaning, information stored in this library is only visible to the account owner and is not sharable with other organization members.
Whereas, the organization library is a common library shared among all of the team members who are part of the organization. Everyone can access it, add, edit or copy cards located there.
3. How to access the card library
There are two ways to access the card library:
3a. To access the card library from the Side Menu:
Click on this
icon located on the top-right of your screen to open the drop-down menu.
Choose the Card Library option.
When inside the library page, you can choose between viewing your personal and the organization library as shown below.
Further when inside a library, you can also filter and view cards by Sketches, Materials, Measurements from the filter option located on the top-left corner of the menu.
3b. To access card library from the Library Shortcut:
- Step 1: From inside any techpack on your Techpacker's board, click on the icon
located on the top-navigation bar.
- Step 2 :A library panel will drop down from the right where you can choose which library you wish to view.
4. How to add a library
You can create any of three types of libraries: sketches, materials and measurements and add or copy cards to them which can be used anytime later.
This is how it works:
- Step 1 Open the drop-down Library panel
- Step 2: Click on the
menu option located at the right side of the screen
- Step 3: Click on create library from the list of options available.
- Step 4: A new window opens up, type the name of the library
- Step 5: Click on the drop-down and select the type of library you want to create
- Step 6: Click on create and your new library will be created where you can add or copy cards.
5. How to add or delete cards in the cards library
There are two ways to add cards in your cards library:
5a. To add cards using the library page:
- Step 1 navigate to your library page (as shown above in point 3a).
- Step 2 Click on + Add Card button on the top-right corner of your screen.
5b. Adding cards using the library shortcut:
- Step 1: Open the drop-down Library panel from your Techpack's board page.
- Step 2: Select single or multiple cards and drop them into your preferred library.
You can only add cards to the respective library. For eg: The sketch cards can only go to sketches library and vice-versa. Similarly with all the other sections including materials and measurements.
To delete cards from your cards library:
- Step 1: Navigate to your library page (as shown above in point 3a).
- Step 2: Select single or multiple cards that you want to delete.
- Step 3: Click the
- Step 4: Choose the Delete option.
- Step 5: Click Yes.
6. How to edit or delete a library
6a. To edit a particular library, follow these steps:
Step 1: Click open your library panel from your Techpacker's board page.
Step 2: Click on this Dropdown option to select the library you wish to edit.
Step 3: Click on this menu option located on the right and a list of options will be displayed.
Step 4: Select the edit option and you will be redirected to the main card library page where you can edit the entire library, it's cards and all other information inside those cards.
6b. To delete a library, follow these steps:
Step 1: Click on this Dropdown option to select the library you wish to delete.
Step 2: Click on this menu option located on the right and a list of options will be displayed.
Step 3: Click the delete library option available.
Step 4: Click on yes to confirm your action. Please note that once a library is deleted they cannot be retrieved.
7. How to import cards from the card library
Here's when you really experience the awesomeness of the cards library. At anytime you can import cards from your card library directly to your techpack. With each card you can also import its associated description, image, annotation comments and keywords.
This will save you a ton of time especially on those cards that are used repeatedly in different techpacks.
This is how it works:
- Step 1 Open the drop-down Library panel from your Techpacker's board page.
- Step 2 Select the library from which you wish to import the card(s).
- Step 3 Select the car(s) that you wish to import to your techpack.
- Step 4 Drag and drop them in the relevant card category.