Assign Graphs

Visualize Progress and Distribute Responsibilities Clearly

In this tutorial, we show you step by step how to assign graphs to the members of your organization in Spatium.

Create a New Graph

Go to the bottom of the page and click on "Create a new graph".

Enter the name of your graph.

Then, choose the type of graph you want: line, column, pie, or donut.

Also, select the graph style that best fits your needs:

• Simple: the most common and straightforward option
• Combined: allows you to join several graphs in one view
• Comparative: ideal for contrasting different graphs with each other

Optionally, you can choose the color of your graph from the available options.

Once you finish the configuration, click to get started.

Add Values to the Graph

Click on "Add a new value" to start feeding your graph.

In the window that opens, enter:

• The date for the value
• The numerical value you want to display
• And optionally, the goal you would like to reach for that date

You will see how the graph updates automatically.

You can continue adding as many values as you need.

Customize Scale and Unit

On the right side, you can set the minimum and maximum values for the graph. If you leave them blank, the platform will calculate them automatically based on your data.

Additionally, you can add the name of the unit represented by the values, such as dollars, opportunities, or hours. This brings more clarity to the visualization and helps your team better understand the data.

Assign Graphs to Members of Your Organization

The first thing you need is to make sure the members you want to assign the graph to are already part of your organization.

To invite them:

1. Go to the "Organizations" menu and select "Organization Settings"
2. Click the "Invite" button and enter the new member's email address
3. If you want to invite multiple people, click the "+" button and add the other emails

Each person will receive an email with two links:

• One to register on the platform if they don't already have an account
• And another to accept the invitation and join your organization directly

Assign an Existing Graph

1. Go to the "Graphs" menu and select "Manage your graphs"
2. You'll see a list of all the graphs created in your organization
3. Click on the graph you want to assign
4. Scroll down to the "Members" section
5. Click on "Assign a new member"

A list of available members will appear. Select the person or people you want to assign and define their level of responsibility for that graph:

• Collaborator: can view and edit the values
• Leader: has full access, including advanced settings
• Guest: can only view the graph, without making changes

Finalize the Assignment

Once you confirm, the assigned members will have direct access to that graph from their account, with the permissions you have set.

And that's how easy it is to create and assign graphs within your organization.

Visualize progress, distribute responsibilities, and improve team decision-making — all from one place.