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Featured 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

• 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

• 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

• 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

• What is an element template?
• How do I create an element template?

Element Checklist Tasks

• 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 configure an element display rule?
• How are grids with checklists typically used?
• How do I track progress at the element level, the grid level and the summary folder level?

Search

• How do I search my Method Grid account?

Grid Library Folders

• 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

• 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

• 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

• 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

• How do I configure Microsoft Single Sign On (SSO)?
• How do I configure Okta Single Sign On (SSO)?

Dashboards and logs

• 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

• 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

• 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

• 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

• 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

• What is the Method Grid store?
• How to download a grid from the Method Grid store?

Billing

• 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”