Time-Saving Tips & Tricks

Searching & Filtering

1. Star Projects

2. Saved Filters

3. Tags

4. Linked Tasks

5. Searching & Filtering the Worksheet

Templates

1. Sheet Templates

2. Task Templates

3. Sharing & Duplicating Reports

Worksheet

1. Lookup Columns/Rows

2. Row Grouping

3. Copy To New/From Existing

Task

1. Create & Open

2. Create Lot within a Batch Task

3. Quick Batch

4. Scanning Inventory

5. Deleting Tasks

Data Template

1. Saved Calculations

 

Searching & Filtering

1. Star Projects

Starring projects you are actively working on eliminates the need to search among other projects. Starred projects appear in the pop-up that opens when clicking "Project" at the top left of your screen. To star a project, open the project's home section and click the star icon at the top right.

You can find further information about Searching & Filtering Projects here.

 

2. Saved Filters

Whenever you define filters when searching for projects, tasks, or inventory items, the "Save Filter" button appears. This allows you to save the currently applied filter settings for later usage.

The saved filter will appear in the list that opens when you click "Projects", "Tasks", or "Inventory", respectively, at the top of your screen. You can now jump to the personalized filter setting with one click. You can also delete saved filters by clicking the "x" to the right of the filter's name.

You can find further information about Saved Filters here.

 

3. Tags

There are several items that can be specified using personalized tags, such as Inventory items, Tasks, Parameter Groups etc. You can add them in the main pages (of a raw material, a task etc.) or even directly in the worksheet. 

Tags of an Inventory item:                                    

Tags in the Worksheet:         

When searching for a specific item, you can also filter by tags. For example, you can use tags to filter Parameter Groups that correspond to a specific method or Parameter Groups that are specifically used by a certain group within your organization.

You can find more information about Tags here.

 

4. Linked Tasks

Within a Task's main page, you find the section "Linked Tasks". Here, you can link Tasks related to this one. Linking Tasks eliminates the need to search for Tasks that are in relation. You can easily access each of the linked Tasks from this overview, and you can also manage the status or the assignee.

Tasks using the same batch and QC Tasks are automatically linked. 

You can find more information about Linked Tasks here.

 

5. Searching & Filtering the Worksheet

You can also search and filter within your worksheet! The search bar appears at the top left of your worksheet:

In order to apply filters, click the filter icon next to the worksheet search bar. As usual, when filtering in Albert, the filter panel at the left side of the screen will appear, and you can filter by various options such as product/formula IDs, inventory items present and tags.

Whenever using the search bar or the filter in the worksheet, only the unpinned formulas that meet these requirements will be displayed. Pinned columns will always be displayed. Thus, assigning tags to your formulas can simplify your work in the worksheet.

You can find more information about Searching & Filtering the Worksheet here.

 

Templates

Templates are a great way to make workflows more efficient! Albert supports both templates for Sheets and Tasks. Since templates can also be used by your colleagues (depending on the access you defined), the naming should be optimized for later search. Thus, we recommend thinking about what another user might search for when naming a template.

1. Sheet Templates

Sheet Templates can be used to share specific Sheet configurations with colleagues. You can save Formulas but also calculations. Sheet templates can thus be particularly useful when you are using a specific set of formulas in multiple projects or if you have standardized calculations that are used by several users. Saving such Sheets as templates eliminates the need to redesign these configurations again and again.

Tip: For rather complex calculations, you can create a Sheet with several blank rows and columns. That way, you have a blank Sheet allowing cell references in all directions.

In order to save a Sheet as a template, click the three dots that appear when hovering over a Sheet's name and select "Save As Template". A pop-up appears, allowing you to define which columns and rows you want to save.

In order to use a template, click the "+" button at the bottom left of your worksheet and select "Create sheet from a template".

At this point, you will also have the possibility to duplicate the current sheet. The "Duplicate current sheet" option allows you to use a Sheet (or parts of it) as a template for a new sheet within the same project, while "Create sheet from a template" allows you to share Sheet configurations across different projects.

You can find more information about Sheet Templates here.

 

2. Task Templates

For standardized measurements, it is recommendable to create Task Templates. Task Templates allow you to save a specific set of Data Templates and Parameter Groups. This not only saves time when creating new Tasks following this workflow, but it also minimizes the risk of errors (e.g., by choosing the wrong Data Template). You can also pre-define Parameter values and pre-fill all the other fields, such as Task name. Fields like the Inventory and the Due Date will likely change, so it would be best to keep them blank. (Of course, there may also be scenarios for which it seems helpful to pre-populate the Inventory field as well, e.g., when some Formulas are always tested as standards. Task Templates can thus be adapted flexibly according to your needs! Even when applying a template, there is still the possibility of making changes while creating a new Task.)

You can save a Batch or Property Task as a template either while creating a new Task (click "Save as Template" at the bottom left of the "Create a Task" pop-up) or after Task creation (click the three dots next to the task's name).

In order to apply an already existing template, click "Choose Template to Auto-Populate This Task" in the "Create a Task" pop-up and search for the desired template. The pre-defined fields will populate automatically.

You can find more information about Task Templates here.

 

3. Sharing & Duplicating Reports

Whenever you create a report that might be of interest to your colleagues as well, you can share its link. For this purpose, click the three dots "..." next to the report's name and select "Copy Report Link". The report's configuration can be easily applied to other projects. However, before adapting a colleague's report to create your own one based on these configurations, you need to duplicate it! The report's name, the project the report is linked to, and (optionally) the customer filters can be changed by clicking the pencil icon next to the report's name.

Sharing & duplicating reports can save a lot of time, especially at the beginning of your Albert journey. When you duplicate another report to adopt it for your own projects, you should check whether any filters have been applied that might interfere with what you want to display.

You can find more information about Reports here.

 

Worksheet

1. Lookup Columns/Rows

You can add Lookup Columns or Rows the same way you add blank columns  or rows. By adding a Lookup Column/Row, you can e.g. display tags or aliases associated with the corresponding Formula or the corresponding Inventory item. This allows you to have all information at one place so that there is no need to change the page. 

Lookup Columns and Rows can also be removed when they are no longer needed to keep your Worksheet well organized.

You can find more information about Lookup Columns / Rows here.

 

2. Row Grouping

A clear and structured Worksheet saves time when designing new Formulas or planning new experiments. A great tool for structuring your Worksheet is row groups. You can group several Inventory items into a common group by checking the corresponding boxes left to the inventory's name and clicking the "Group rows" button that will appear.

Grouped rows can be collapsed and expanded with one click on the arrow left to the group's name.

Tip: You can add inventory items to an already existing group using drag and drop. Just click the six dots that appear when hovering over the Inventory item row.

You can find more information about Row Grouping here.

 

3. Copy To New/From Existing

Copy Formulas as a starting point for new Formulas that are variations of them can speed up your work. When clicking the three dots "..." next to a Formula's name, you can select "Copy To New". This allows copying the corresponding Formula multiple times within the same sheet. When clicking "Copy From Existing", you will overwrite the corresponding column with a Formula that exists in any project. Since you will overwrite the column, the "Copy From Existing" Option is only available for unlocked Formulas.

You can find more information about Copy from Existing here.

 

Task

1. Create & Open

When creating a new Task, you can click the blue "Create" button at the bottom right. The Task will be created, the pop-up close and you will remain in the same page from which you started the Task creation. You can also click the arrow right to the blue "Create" button and select "Create and Open". This will create the Task and take you directly to the Task's main page.

You can find more information about Task Creation here.

 

2. Create Lot within Batch Task

When working on a Batch Task, you can create a new lot for your Raw Material on the same page. For this purpose, expand the corresponding Inventory item and click "+ Create New Lot" at the bottom left. On the right, you will also find the option to add a lot from a different Raw Material. This can be useful whenever you run out of stock. You can add, e.g., the same Raw Material from another supplier. Be aware that Albert does not judge whether the lot from a different Raw Material is suitable to replace the originally chosen lot! This judgment must always be made by the user.

You can find more information about Batch Tasks here.

 

3. Quick Batch

When manufacturing a batch, you can precisely note the actual amount of the Inventory item you used. In some cases, it might be sufficient to know the theoretical/planned amount of each Inventory item. In that case, you can toggle from "Manual" to "Quick Batch" (at the top right of your screen). In the Quick Batch mode, you just need to select the lots you are working with. The amount used will automatically be populated with the theoretical/planned amount.

 

4. Scanning Inventory

Scanning Inventory by its Albert label can speed up your workflow as well. By scanning the label, you can, e.g., access the Inventory's main page to make adjustments (set to zero, transfer,...), or you can quickly select the right lot while manufacturing a new batch.

You can find more information about Scanning Inventory here.

 

5. Deleting Tasks

Whenever something goes wrong while planning a (Batch, Property, or General) Task, you can delete this Task on your own. For this purpose, click the three dots "..." next to the Task's name and select "Delete Task".

You can find more informations about Tasks here.

 

Data Template

1. Saved Calculations

Data Templates can contain more than blank columns for data entry! You can include calculations that refer to blank cells in the same row. In the example shown, the recorded area from an HPLC measurement will automatically be converted to the mass concentration via a calibration equation. Each time this Data Template is used, the values entered are automatically converted. Accordingly, saved calculations can speed up the analysis of your work while reducing the risk of errors (e.g., because the calibration equation would otherwise have to be entered repeatedly). 

You can include calculations in your Data Template by clicking "Edit" at the top right of your Data Template's main page. Click on the corresponding cell and enter the calculations as you would do in Excel ("=...").

You can find more information about Calculations in Data Templates here.

 

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