A request when working with Enterprise accounts.
Assigning items to an organization is much less intuitive than it should be. I know how to do it, but the processes are different for each platform and use different terminology.
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On the mobile app, you have to open the item (not edit), choose the 3 dots and select Move to Org.
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In the desktop app, you edit the item, click the button with the arrow on the lower left and choose Move to Org. I have also once seen it as an Ownership entry at the bottom, but I’m unable to reproduce how to get to that method.
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On the web, you have to choose the 3 dots while in the vault, (not the item) and choose Assign to Collections. I do like the color coding in the vault for personal v org items, I wish it were everywhere.
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When you create an item in any platform I use, it’s consistently given to you as an Ownership option at the bottom.
Why are these four different? It’s frustrating because this isn’t a frequently used feature, and using different methods and terminology makes it easy to forget, hard to find. My suggestion is that the New item process is the most intuitive. It exists inside the item, therefore you should have to use edit to change it, and it’s quite easy to reference if you need to know what Org/Collection it’s stored in. I’d also require that it be chosen (no default) when creating items as it would reinforce the difference between personal vs Org/Collection (this is a hard concept for newbies).
At the very least please use consistent terminology. In order of priority, the button on the bottom in the desktop app is the most annoying and unintuitive, second is not editing the item to move it.
Don’t get me wrong, I love your app and have used it now for many years. While it’s not perfect, it’s the best combo of functionality and price in the space.