Find your way around Stakeholder ONE

This article explains the parts of Stakeholder ONE you use every day: the top bar, search, notifications, and the lists of accounts, stakeholders and projects.

The top bar#

Search for anything#

1. Select Search everything…, or press ⌘K (Mac) or Ctrl+K (Windows).
2. Start typing a name. Results appear grouped by Accounts, Stakeholders and Projects.
3. Select a result to open it.

Check your notifications#

The bell shows a red badge with the number of unread notifications. You're notified when:

• Someone @mentions you in a discussion.
• Someone comments on a record you own.

Select the bell to see them, and select a notification to open the record. Select Mark all read to clear the badge. Notifications appear in the app only; they aren't emailed.

Work with lists#

The Accounts, Stakeholders and Projects pages share the same tools:

• Search the list by name and other details.
• Filter with the drop-down lists next to the search box, such as Type, Status or Health. Select Clear all to remove filters.
• Sort by selecting a column heading in the table view, or with Sort by.
• Switch views between cards and a table with the buttons on the right.
• Export CSV downloads the records currently shown, with your filters applied.

Stakeholder ONE remembers the view you chose for each list in your browser.

Save a view#

If you often use the same filters, save them as a view.

1. Set the search, filters and sort order you want.
2. Select Views, and then select Save current as new view….
3. Enter a View name, and save.

Select Views to switch between your saved views, or All (no saved view) to go back to the full list. From the same menu, you can Rename or Delete a view, and share it with specific users or teams.

Reassign several records at once#

If you're an administrator, select the checkboxes next to several records in the table view. A bar appears; select Reassign, choose the new owner, and confirm.

Next steps#

• Use the dashboards
• Records, ownership and sharing