Details on how to use collaborative edit

Collaborative Edit - Key features used
Written by Martin West
Updated 2 years ago

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Note: Pictures are in process of being updated with the new look and feel. The advice on using Janars has been updated. Any questions, please reach out via the widget on the bottom right of the screen. 

Further pictures and video's to be added here.  

This article is a description of a series of features. Aimed at helping participants understand what the facilitator/lead actions are and participate in their role. 

Starting with a data gathering event

The facilitator/lead will create one or many events for gathering data. If there is no event started, then the participants will not be able to answer the questions or group, or label the answers. 

Once an event is started, it may be timed or not, and will end when the facilitator/lead closes the event.

When an event is started, the view created by the selected questions and labels will be shared to all participants. The facilitator/lead will sync the screen and this asks each participant if they want to sync their screen with the facilitator/lead screen. If changes are made, then there is a refresh icon that flashes and needs click to continue to stay synced. 

<pictures of sync and refresh button> OR Videos

Individual and Group Input

The assumption is that the facilitator and participants will be working synchronously via zoom/teams or equivalent. Dialogue is occurring and either there are times when everyone writes and times when people talk. Or some merging of these two actions based on the team's need and purpose. 

It is also possible for actions to be taken asynchronously. All actions are recorded in event history.  

The facilitator has many options on how to have the team enter their input. The answer may also come from a prior card and will be added to here.

Each participant can managing their own view.

The facilitator/lead can selectively turn on/off the immediate sharing of answers between the team by turning the eye on (sharing) or off (line across the eye). 

<Picture of the eye icon> 

In the following video, the facilitator starts an event, users enters data and then it is seen once the eye icon is clicked. 


The following video, the task is done, and the active event is closed and then the results are shown on the results page. This gives a specific view at the end of the event.  


Grouping answers

A lead or participant can group answers within a question. The purpose after initial data capture is to simplify the set of data provided. Having two similar or same answers grouped as one will help everyone focus on one answer and would not split voting. 

Later grouping can be used to bring a number of answers under a broader topic. See classification process described later in this article.  

In this gif, a participant

  • groups two answers - creating a group name (that person will be owner of the topic - so it can be beneficial if the facilitator directs the team to engage for topics they want to be involved in. It is more of an awareness.
  • A third item is added to the group
  • the three items in the group are viewed
  • there is a duplicated item which is removed from the group 
  • the duplicate item is deleted after a warning message has been displayed.

Syncing screens

When the facilitator or lead changes the screen, a small refresh button is shown to the the participant next to the event. To see the latest view, they can click on it.

The other option the facilitator or lead have is to click on the "sync event" button. In this case, the participant will be requested to move to the same screen and be kept in sync. If they accept they will be shown the same screen as facilitator or lead. If they don't, they can continue doing what they were doing. And select to refresh their screen in their own timing. 

 In this gif: (add a video of this)

  • the lead sets a timer, starts an event, clicks on the sync screen button
  • the participant receives a warning message that the lead want them to move to a specific event. 
  • They select "yes" and moves to that new screen.  

Classify answers

The process of classifying answering in terms of labels provide a cross-question ability to filter answers based on key criteria. The team decides that criteria. The lead or facilitator adds that criteria for participants to apply to the answers. 

The work of classification can be broken up and additional labels can be requested via the provided chat. 

In this step, the lead creates a label and adds it to answer. In the gif (add video), the lead: 

  • clicks on the add label button
  • enters the label
  • selects a colour to be associated with the label
  • saves the label
  • then, selects an answer and selects the label, the answer is marked with this colour.
  • Uses the label to filter the answers for the displayed questions.

Filtering answers by labels

Once the classification process is complete, then filtering is used to take one or more topics at a time, and make decisions on the data. 

In this gif, the lead (it could be the participant in their view):

  • selects a specific label filter, then selects another label as the filter, the view is updated accordingly.

Voting, Scoring and Ranking

The collaborative edit supports the ability to have multiple events in which voting, scoring or ranking can occur. Each event can have multi-questions voted, scored or ranked. When the event is closed, the results are shown. Each person can see their own and the team results. 

This process provides important information. It does not have to represent a decision. It can inform a decision or a recommendation. 

In the gif, (add video)

  • the lead starts a voting event
  • the participant enters their votes based on the single voting question
  • when the event is closed, then the results are shown.  

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