Using Pinboards

Explore how to save, organize, and share your insights using customizable pinboards.

Doowii Pinboards allows you to save and organize your important queries and visualizations for quick access and easy reference.

Saving a Pin

1. After receiving a query response, click on the dropdown menu above the data visualization.

2. Select “Add to Pinboard”.

3. Choose to save to an existing Pinboard or select New Pinboard

   • When saving to a new Pinboard, follow the onscreen instructions to name your new Pinboard.

4. Responses saved to a Pinboard are automatically tagged with the Pinboard’s name, and are now pinned to the named Pinboard.

5. You may create any number of Pinboards. We recommended saving Pins with related data or purpose to the same Pinboard.

Accessing Pinboards

1. Click on the Pinboard icon in the main navigation menu on the left-hand side of the screen.

2. Browse through your list of pinboards to find and open the one you need.

Managing Your Pinboards

1. In the Pinboard selection view, the Pinboard you wish to edit or delete.

2. Click on the options menu on the Pinboard card, next to the existing Pinboard name.

3. Select “Edit Name” or “Delete”, as needed.

   • Note, a deleted Pinboard cannot be retrieved. Pins associated with the Pinboard will be removed, but the question and response will not be removed from your thread history.

Managing Your Pins

1. Rename a Pin:

   • Within a Pinboard, locate the Pin you want to rename.

   • Click on the options menu on the Pin card, next to the Pin name.

   • Select Edit Pin Title.

   • Type the new name and then Save.

2. Expand Pin Details

   • Within a Pinboard, locate the Pin you want to review.

   • Click on the options menu on the Pin card, next to the Pin name.

   • Select Full Screen.

   • Review the Pin details, then close the pin by clicking on the X in the top right corner.

3. View the Pin Chat Thread

   • Within a Pinboard, locate the Pin you want to review.

   • Click on the options menu on the Pin card, next to the Pin name.

   • Select View Chat.

   • The page will be redirected to the Thread where the question and response are located.

4. Download Pin Data:

   • Open the Pinboard containing the Pin you want to download.

   • Find the Pin and click on its options menu.

   • Choose Download data.

   • Pin data will be downloaded as a CSV file to your machine.

5. Delete a Pin:

   • Open the Pinboard containing the Pin you want to delete.

   • Find the Pin and click on its options menu.

   • Choose Delete to remove it. Note, a deleted Pin will not delete the question and response from your thread history.

6. Edit a Pin Visualization

   • Open the Pinboard containing the Pin you want to delete.

   • Find the Pin

   • You can edit the pin visualization by clicking on the chart buttons, or modifying it further in the Full Screen view.