Explaining grid types (master, archive) and filtering by type in the grid library and overview dashboard.

The crux of Method Grid is to build out grids capturing the operational processes (methodologies; procedures; playbooks; or whatever term you like to use!) of your business - the repeatable aspects of your work that applies to 80% of what you do. These grids are your "Master" grids, the idea being that you then clone an instance of your "Master" grid and tailor it for each project. These master clones, or project instances are classed as "non-master" grids.

The attribute of "Master" is toggled on or off via a switch on each grid in the library, visible in edit mode. If the "Master" attribute has been applied, an M in a circle denotes this visually for identification at a glance.

The "Master" attribute can also be toggled on or off within a grid, found in the info panel. 

There is also an "Archive" attribute that is also toggled via a switch. If you wish to hide a grid from your library, you can toggle "Archive" to "Yes" and the grid will be hidden from view. Conversely, toggle an archived grid to "No" and it will become active again. The "Archive" toggle can be found alongside the "Master" in the grid library or grid info panel.

Grid's now have the following attributes and can be filtered accordingly:

  • Active non-master
  • Active master
  • Archived non-master
  • Archived master

The same filter can be found on the Overview dashboard allowing for quick filtering to display grids by attribute. The filtered views can be printed and exported as .csv files.

To filter, click on the filter action button and select the type of grid you want to see. Select all to see all grids. 

Default view for the grid library is:

  • Active non-master
  • Active master

Default view for the overview dashboard is:

  • Active non-master