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Featured articles
6 articles
What are the different member roles (classes) within Method Grid?
How do I search my Method Grid account?
How do I @mention a member of my Method Grid domain?
How do I add new members?
How do I integrate push notifications for Slack, Google Chat and Microsoft Teams?
How do I invite and manage external members into my account?
Getting Started
8 articles
How do I change/enter my organization name in Method Grid?
How do I configure my domain url (organization subdomain)?
How do I set the date format?
How do I set the timezone?
What is Method Grid?
Method Grid Compatibility/Requirements
How can I report an issue?
Can I customize Method Grid with my company logo?
Grids
20 articles
How do I create a grid?
How do I edit a grid’s title?
How do I delete a grid?
How do I clone a grid?
How do I create a link to a specific grid?
How do I view (and edit) a grid’s description?
How do I view a grid in full screen mode?
How do I reorder the stages or themes in a grid?
View all articles in “Grids”
Members
8 articles
What are the different member roles (classes) within Method Grid?
What’s the difference between an architect, a builder and a user?
How do I manage members?
How do I add new members?
How do I create or edit member profile fields?
How do I search for and view other members?
How do I know which member class I am and how do I change it?
I'm Architect, can I edit profiles on behalf of any member?
Templates
2 articles
What is an element template?
How do I create an element template?
Element Checklist Tasks
10 articles
How do I add a new checklist area to an element?
How do I add a new checklist task to a checklist area?
How do I move or delete checklist items?
How do I attribute a checklist task with a file?
How do I set a task reminder?
How do I 'nudge' a task owner?
How do I add tasks directly into my calendar?
How do I configure an element display rule?
View all articles in “Element Checklist Tasks”
Search
1 article
How do I search my Method Grid account?
Grid Library Folders
9 articles
How do I adjust the display order of grids within a folder?
Upgraded grid filter function
How do I expand/collapse and open folders?
How do I move folders?
How do I delete a folder?
How do I rename a folder?
How do I add a new folder?
How do private folders work?
View all articles in “Grid Library Folders”
Integrations
3 articles
How do I integrate push notifications for Slack, Google Chat and Microsoft Teams?
How do I integrate Method Grid into Microsoft Teams?
How do I integrate Method Grid into Microsoft Sharepoint?
Commenting
4 articles
How do I add a comment to a checklist task?
How do I @mention a member of my Method Grid domain?
How do I leave a comment on a specific element?
How do I leave a comment on a specific grid?
Configurable Access Control
11 articles
What is configurable access control?
What are the different access permission rights?
How do I configure access to a folder?
How do I configure access to a grid?
How are groups used to configure access control?
How do I add a new group?
How do I add/manage members within a group?
How do I delete a group?
View all articles in “Configurable Access Control”
Single Sign On
2 articles
How do I configure Microsoft Single Sign On (SSO)?
How do I configure Okta Single Sign On (SSO)?
Dashboards and logs
10 articles
How do I view an activity log?
How can I see an overview of all tasks across all elements within a grid?
How can I see an overview of all tasks across an element?
How can I see an overview of all my tasks across all grids?
How can I see an overview of all elements assigned to me?
How can I print a task log?
How can I export a task log?
How do I export an activity log?
View all articles in “Dashboards and logs”
Assigning members
6 articles
How do I assign a member to an element?
How do I assign a member to a checklist task?
How do I assign a member to a grid?
How do I assign a member to a stage?
How do I assign a member to a theme?
How do I assign multiple tasks at the same time?
Due Dates
3 articles
How do I set a due date for a checklist task?
How do I schedule multiple tasks at the same time?
How do I schedule (or remove) a due date to an element, stage or grid?
Elements
20 articles
What is an element?
How do I add an element to a grid?
How do I add/manage content areas within an element?
How do I add/manage links to cloud docs, websites or other elements within an element?
How do I link to a specific element?
How do I add/manage files within an element?
How do I add/manage experts within an element?
How do I add/manage images within an element?
View all articles in “Elements”
Profile/Login
7 articles
What size should my profile picture be?
How do I edit my profile picture?
What happens if I forget my password?
How do I configure my notification settings?
How do I edit my profile?
Can I belong to multiple Method Grid accounts?
How do I switch between my Method Grid accounts?
Store
2 articles
What is the Method Grid store?
How to download a grid from the Method Grid store?
Billing
13 articles
What subscription plans are available?
How do I upgrade from a free plan?
How is my Method Grid bill calculated?
When will I receive my Method Grid Bill?
How do I find my Method Grid billing information?
How do I change my subscription?
How do I find and download an invoice?
How do I update my organizational name and/or billing address details?
View all articles in “Billing”