Board

A board is your basic screen or online document in STS. It is a canvas on which you can produce knowledge work.

Frame

A frame is the top-level structural component of your boards.

List

A list is a container for text, ideas and concepts.
Some lists are controlled by AI colleagues, other are entirely the purview of you, the user.

Card

A card is a piece of text, an idea or a concept.
You can modify it and drag it around the STS interface.
In this example, each card represents an aspect of the company. Giving AI Companions context like this helps it understand who you are and how it can help.

As you begin working and building your boards in STS, make sure to save your work frequently. This way, if you make some changes and you want to go back to an earlier version, you can revert to your backup.


Steps to Backup Your Work:

1. Click on the "Save Board" icon on the right of the menu bar. The board "json" file will automatically download to your computer.

2. Return to the Folder that houses the board you are working on

3. Click "Create new Board"4. In the pop up window, click "From File"
5. Choose the json file that you just downloaded6. Optional: rename the file if you would like.7. Click "Create board"
You now have the saved board as a backup 😍

Teams are groups of people who collaborate on boards together.➙ Each team has its own members.
➙ STS users can create new teams or be added to existing ones.
➙ Users can belong to multiple teams simultaneously.
You have the control to share boards with only those you want with teams. For example, if you have boards that you want only for the operations team, you can create an "Operations team" board and only add operations team members. No one will have access outside of that team.If you want to keep some boards private to you
you can create boards within a team with only you as a member. This is a best practice when you don't need external input as you do your research or discovery work. When it is time to share that work, you can save the board and add it to the appropriate team or shared folder.To create a new team
1. From the main page, click "Create new team"
2. Give the team a name
3. Add the email of the first team member (make sure to add emails that have registered accounts, or you will receive an error message)
4. Click "Add another member" for each additional member
5. Click "Create team"You are now ready to add folders to the team. 😃

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How to Create a Folder

Folders are where you keep your boards.➙ Each folder is a part of a team.
➙ You can create folders for companies, clients, departments, projects, and so on. Just think of them as a folder that keeps all your boards that share a common theme or category.
➙ Remember, you can control who has access to the folder by which team you add the folder to.
➙ Folders can house as many boards as you likeTo create a new folder:
1. From the home page https://app.sts42.com/ click on "Create new folder"
2. Give your folder a name so everyone that has access to it knows what boards it contains, e.g. "Marketing," "Clients," "Events," etc.
3. Add it to the team you want to give it access to
4. Add an optional brief description to further clarify its content to save people time

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How to Create a Board

Method 1: Using Templates
Navigate to your desired folder (e.g., "demo" folder).
1. Locate the blue "Create Board" button on the right side of your screen.
2. Click on "Create Board".
3. Choose a template from the available options.
4. Name your board (e.g., "New Board").
5. Review the description of the selected template.
6. Click "Create Board" to finalize.
The new board will appear in your chosen folder.
7. Click on the board to view and interact with it.
** Remember to periodically save the board as you use it with the "Save board" button.Method 2: From a File
1. Click on "Create Board".
2. Select the "From File" option.
3. Locate your previously downloaded board file.
4. Drag and drop the file into the designated area.
5. Click "Create Board" to finalize.

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How to Add Frames and Lists

Understanding the Grid System:
💡 STS works on a grid layout
😀 The grid expands with more columns (left or right) or rows (above or below) as you add more frames or lists


Open a board in one of your folders in STS https://app.sts42.comAdding Frames:
1. Click on a frame (the grey space around your lists). The frame will have a blue border when you have selected it.
2. Click on "Add Frame" in the upper left.
3. Select the desired direction to add a new frame (to the right, left, above, or below the frame you selected)

Adding Lists
1. Click on a list (the white areas inside a frame)
2. Click "Add List" from the top menu
3. Select the desired direction to add a new list (Above, Below, Left, or Right)




If you have a frame with a space with no list
(it will be a horizontal line in the frame).
You can add a list to the empty space:
1. Click on the line.
2. Select "Add new list".
3. Choose from:
- Blank
- AI
- From file
- From template

Adding or Removing AI from a list
You can configure an existing list to have AI or to remove it
1. Click on "More actions" for a list.
2. Select "Configure list".
3. Choose list type
- Blank (regular list)
- AI

Customization:
🔬 Experiment with different combinations of frames and lists
👍 Design your STS board layout according to your needsRemember:
👉 Grey areas are frames
👉 White areas inside the frames are lists

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Adding Frames

Adding Lists

Adding a List to an Empty Space

How to Create Cards

1. In a List, type in the grey section labeled “Create a new Card here”
2. Hit Enter / Return
Your new card will be at the bottom of your list

Creating Cards

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How to Move One or More Cards

There are two ways you can move cards.Drag and Drop:
1. Click on a card to select it
2. Drag the card to the desired location
3. Release to place the card above or below other cards in the new listThis is a quick way to move one card, but if you want to move more than one or across the board, you can move more than one at a time.

Using Copy or Cut Paste:
1. Click on the checkbox in card(s)
2. Click on the white area of destination list and ensure it is now highlighted by a blue border. This indicates the list that you will move it to.
3. Click on "Selected Cards: from the top menu
4. Choose "Copy" to duplicate the card or "Cut" to move it.



Selecting All Cards in a List:
1. Click on the white space of a list to highlight it
2. Click "Select All Cards" in the right of the menu.
Then to move them, you can follow the steps above.

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Drag and Drop Cards

Copy or Cut and Paste Cards

Select All Cards

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Moving FramesPush Frame
1. Click on the frame you want to move
2. Click on "Push Frame" in the top menu
3. Push Right or Push Down to move the frame
4. There will be an empty space where the frame was. You can delete that by following the "Delete Frames" instructions below.


Copy or Cut and Paste Frames
You can move or create a copy of a frame and replace an existing frame by following these steps:
1. Click the checkbox on the frame you want to move (Frame A).
2. Select the existing frame (Frame B) or space where you want to move your frame. (It will be highlighted with a blue border once selected.)
3. Click "Selected Frames" from the top menu.
4. Choose "Cut and Paste" to move the frame (Frame A) or "Copy and Paste" to create a duplicate.The frame (Frame A) you want to move will now fill the empty frame space or replace an existing frame (Frame B).
If you replaced an existing frame (Frame B), Frame B will be moved down to the next row on your board.

Moving Lists
You can move or create a copy of a list and replace an existing list.
1. Click the checkbox on the list you want to move
2. Select the existing list or space where you want to move your list (It will be highlighted with a blue border once you select it.)
3. Click "Selected Lists" from the top menu.
4. Choose "Cut and Paste" to move the list or "Copy and Paste" to create a duplicate.The list you want to move will now fill the empty list space or replace an existing list. If it replaces a list, it will push it down to the next row in your frame.


Additional Tips👍 You can push lists in different directions to create new spaces.
👍 Save frames, lists, or entire boards as templates for future use.Remember, STS is designed for flexibility in working with complex ideas and facilitating decision-making. Don't hesitate to experiment with different layouts as your ideas evolve.

Pushing Frames

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Copy or Cut and Paste Frames

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Moving Lists

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The Clipboard

Using the Clipboard:
👉 To view selected items, click on the clipboard icon in the upper right corner of the board.
👉 To remove items from the clip board, click on x to the right of them individually or x at the top of the clipboard.

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The Clipboard

How to Configure Your Al Colleagues
By configuring the AI colleague, you are able to set up the AI assistant with specific characteristics and roles to suit your requirements for research, analysis, writing, and so on.Here are your available AI Colleagues (Contact STS for custom built AI Colleagues):
• Competent Assistant (for short, to-the-point responses)
• Creativity Consultant (for content writing, blog posts, social media)
• ESG Consultant (for environmental, social, governance issues)
• Finance Consultant (for cost control)
• Sales Consultant (for expanding sales)
• None (generic Al, currently ChatGPT 4.0mni)Here's how you configure an AI Colleague
1. Click on an Al Colleague to open configuration options.
2. Choose the Al personality you want for your colleague.See the Video for Template #03 below starting at minute 1:19

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Adding a Website Link to a Card

How to add a Website to a Card
Adding a link to a Card makes it easy to access additional resources or information you need for research or strategic work.Here's how you do it:
1. Click on the card you want to add a URL to. Once clicked, the card will be have a blue border.
2. Add the URL to the "Hyperlink" field.
3. Click "Done"Now you will be able to click on the hyperlink icon on the card and the website will open in another window.

Add a Website to a Card

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