Tips & tricks
Workflows and shortcuts to get more out of GLIDR.
- Add AttachmentsUpload reports, surveys, or audio recordings to any idea, evidence, experiment, or post. Drag and drop files directly onto the card.
- Add, Edit or Delete a CommentUse the Leave a Comment box to post, click to edit, and hover-then-X to delete. @mention teammates in your comment to notify them directly.
- Adding TagsApply tags to cards to organize and link content by topic. Tagged content surfaces through canvas filter icons, search, and the Activity Feed's right-side filter.
- Comments OverviewComments enable team discussion on ideas, posts, evidence, and discovery tasks. Project members get notified by default; @mentions target individuals.
- Contacts Database TipsSearch and manage the Contacts Database by keyword. View logged interviews per contact, add notes, and update individual or all interviews tied to a contact.
- Delete CardsPermanently remove ideas, experiments, evidence, or posts from the card's three-line menu. Consider invalidating or parking cards instead - deletion cannot be undone.
- Edit a CardClick into any idea, evidence, or post to edit it - changes save automatically. Limited Contributors can only edit evidence they created.
- Exporting Data in PDF: Step-by-StepExport ideas, experiments, evidence, the Project Dashboard, and the Portfolio Dashboard as PDF files with optional supporting evidence notes.
- Keyboard ShortcutsGLIDR text editor shortcuts for bold, italic, lists, headings, code, and quotes on macOS and PC.
- Manage Project NotificationsConfigure per-project notification preferences for mentions, comments, favorited cards, new cards, and card edits from the project settings menu.
- @Mention Project MembersType @ in a card summary or comment to surface a teammate list and notify them directly. Useful for routing attention to specific collaborators.
- Riskiest Ideas/HypothesesPin up to 10 critical assumptions on the Project Dashboard to prioritize what to test. Drag-and-drop to reorder, double-click to open the full card.
- Search All ProjectsSearch cards across your organization from Home > Search or the in-project search bar. Use double quotes for exact phrases and a hyphen prefix to exclude terms.
- Switching Between OrganizationsRun multiple organizations or starter projects with the same email and use Switch Organizations from your Account Menu to move between them.
