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Dashboard & Organization

 Once your account is setup, you'll be directed to your projects dashboard:

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Projects Dashboard

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1. My Projects - access active personal, active team, or archived prototypes and boards.

2. Projects -  dashboard with an overview of all active projects.

3. Activity - displays project changes and progress.

4. People - manage collaborators, team members, and teams.

5. Learn - get the basics of InVision, plus pick up some advanced tips and tricks.

6. Notifications - access to all comments and Inbox.

7. Share the Love - send 3 months of Starter to fellow designers for free!

8. Tools & Extensions - find whiteboard here.

9. Profile - access your profile information, update billing details, and view product updates.

10. Pink plus icon - add a new Prototype or Board to your projects.

11. Collaborator filter - sort projects by who is collaborating.

12. Project sort - sort projects by recent or alphanumeric.

13. Favorites - add projects to your favorites for easy access.

14. Search - search for projects by title.  

Prototype Dashboard

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1. InVision icon - click here to return to your prototype dashboard.

2. Prototype app icon (mobile prototypes only) - upload an image to create an app icon.

3. Prototype name - click the name to quickly rename your prototype.

4. User Test - use Lookback or Usertesting.com and gain valuable insights.

5. Liveshare - a real-time presentation and collaboration tool.

6. Share - send access to collaborators or create a share link.

7. Collaborators - see who's collaborating and add others.

8. Pink plus icon - add screens and assets to your prototype.

9. List view - organize your screens in a list.

10. Grid view - view screens as thumbnails in a grid.

11. Screen size slider (grid view only) - adjust screen thumbnail sizes.

12. More menu (...) - Change screen sort, export your prototype, transfer ownership, or integrate with Slack.

13. Assets - a repository for anything prototype-related.

14. Comments - view comments and load resolved conversations.

15. Activity - view changes and progress of your prototype.

16. Workflow - manage and review screen statuses, task management, and screen history.

17. Screens - access active and archived screens.

Screen Dashboard

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1. Prototype name

2. Hotspots - hotspots appear blue, or green if part of a template.

3. SMS to Mobile - share your prototype via text.

4. Share - add collaborators or share your prototype with a share link.

5. LiveShare - a real-time presentation and collaboration tool.

6. Screen Status - quickly change a screen's status.

7. Configuration Settings - update the background image, hide the status bar, and change the device skin (mobile only).

8. Upload Screens - add more screens to your prototype.

9. Social Share - send your designs to Slack or Dribbble.

10.  History Mode -view the previous versions of the current screen.

11. Inspect - access measurements, colors, and assets.

12. Comment Mode - view, edit, and add comments to your screens.

13. Build Mode - view, edit, and add hotspots and templates to add interactivity. 

14. Preview Mode - view and test your interactions to create a seamless experience.

15. Current screen name

16. Current prototype name

17. Hide the lower toolbar

Prototype Organization

Favorites give you quick access to your most important prototypes and boards. When you log in to InVision, you’re able to view all projects (prototypes and boards), as well as drill down by category or Favorites.

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Add a board or prototype to your Favorites by hovering over the thumbnail and clicking the star icon.

Remove a project from your Favorites by clicking the star again.

 

Sort without Favorites

To sort or reorder your InVision prototypes:

1. Click Projects at the top left. 
2. Select the drop-down menu along the top navigation bar. This menu will default to Recent but can also appear as Alphanumeric.
3. Select the sorting option you would prefer:

- Recent: your prototypes sorted by recent activity
- Alphanumeric: your prototypes sorted by name

 

Delete a Prototype

You must own a prototype in order to delete it.

Please note that once you delete a prototype, you can’t restore it, and we can’t restore it on your behalf. But if you’re still ready to delete a prototype, here’s how you can do that:

1. Navigate to your prototype homepage. 
2. Click ••• (next to Assets under your prototype name).
3. Click Delete Prototype
4. Check all of the boxes to confirm, then click Yes, Delete This Prototype.

Alternatively, from your main account dashboard, you can hover over the prototype thumbnail, click •••, then click Delete

 

Duplicate a Prototype

1. Go to your prototype homepage.
2. Click ••• (next to the Assets button under your project name).
3. Click Duplicate Prototype.
4. Click Duplicate.

Alternatively, from your main account dashboard, you can hover over the prototype thumbnail, click •••, then click Duplicate. Click Duplicate again to confirm your action.

The prototype duplicate will not include collaborators or conversations. 

 

Leave a Prototype

Here’s how to leave a prototype you're collaborating on (which will also remove it from your dashboard):

1. Go into the prototype from your dashboard.
2. Click the More button (next to Assets under your prototype name).
3. Click Leave Prototype

Archive a Prototype

From your main account dashboard, you can hover over the prototype thumbnail, click •••, then click Archive. Confirm your action by clicking Yes, Archive Prototype.

 

Unarchive a Prototype

1. From your dashboard, click the My Projects drop down menu.
2. Select Archived.
3. Hover over your prototype and click Unarchive?
4. Click Finish
 

 

Prototype Transfer

 

Personal to Personal

Here’s how to transfer ownership of a prototype to another Free, Starter, or Professional account:

1. Go to your prototype homepage.
2. Click the More button (next to Assets under your prototype name).
3. Select Transfer Ownership
4. Enter the recipient's email address (Note: the recipient must have an active InVision account) and click Finish.  

An email invite will be sent to the recipient which must be accepted. Upon accepting the invite ownership will be officially transferred. If the transferred prototype takes the recipient over quota they will need to upgrade their plan/delete other prototypes to access it. 

Personal to Team

Here’s how to transfer ownership of a prototype to a Team:

1. Go to your prototype homepage. 
2. Click the More button (next to Assets under your prototype name). 
3. Select Transfer Ownership
4. Enter the team owner's (the person who purchased the Team account) email address and click Yes, Transfer Prototype.

An email invite will be sent to the recipient which must be accepted. Upon accepting the invite ownership will be officially transferred and the whole team will be able to access it. 

Personal to Enterprise

This article does not apply to Private Cloud instances of InVision.

Caution: You must ensure that all collaborators that should continue to be able to access this prototype are at least Reviewers in your Enterprise before transferring to your Enterprise account. Otherwise, they will be removed as collaborators upon transfer.

Here’s how to transfer ownership of a prototype to your Enterprise:

  1. Login to your personal account at https://projects.invisionapp.com
  2. Once you're on your prototype homepage, click the ••• button (next to Assets under your prototype name).
  3. Select Transfer Ownership.
  4. From here you will see an option to transfer to your Enterprise account.
  5. Click Yes, Transfer Prototype.

Note: Prototype transfer from an Enterprise account to another account is not yet possible. To transfer prototypes from an Enterprise account or between Enterprise accounts, please contact support

 

Screen Organization

Ssorting Screens

Here's how you can enable alphanumeric sort for your screens:

  1. Go to your prototype.
  2. Click the More button above your screens (•••).
  3. Click Use Alphanumeric Sort.
  4. Click Confirm.

Please note that when you enable alphanumeric sort for your screens:

  • Screen sections are removed
  • Screens are no longer draggable
  • Sorting will apply for all collaborators on the prototype

Screen Sections

To organize your screens into sections:

  1. Go to your prototype homepage.
  2. Hover and click between rows of screens to create a divider.
  3. Name the sections.
  4. Then you can drag and drop your screens within the sections in thumbnail view.

Note: You must use manual sort to create sections.

To delete a screen divider:

  1. Hover over the divider line and you should see a small X on the right side of the screen divider.  
  2. Click the X to delete the divider.  

Rename a Screen

To edit the name of your screen:

  1. Go to the prototype homepage.
  2. Click the screen title.
  3. Make any needed edits.

Delete a Screen

Note: Once you delete a screen, you can’t restore it, and we can’t restore it on your behalf.

To delete a screen:

  1. Go to the prototype homepage.
  2. Hover over the screen you’d like to delete, click the trash can icon, and select Yes, Delete.

Note: There currently isn't a way to remove versions from your screen history.

 

View a Screen's History

In order for screens to appear in the screen history, you'll need to replace a screen or sync the new screen.

To view your screen history:

1. Go to your prototype homepage.
2. Click on the appropriate screen.
3. Click the clock icon at the bottom of your screen to go into History Mode.
4. View the left column of the screen to see a list of versions. Click a version to view it.

Note that you cannot restore old versions of screens from History Mode.

Unarchiving a Screen

To unarchive screens:

  1. Go into your prototype and click Screens (under your prototype name) to reveal a drop down menu.
  2. Click Archived Screens. Once you click that, you’ll be able to unarchive screens as needed.

Moving Screens to a Different Prototype

To copy screens to a different prototype:

  1. Go to your prototype homepage.
  2. Hover over each screen you want to move and check the circle on the screens you want to copy to another project.
  3. Scroll to the bottom, click the more button ("..."), click Copy to prototype, and select the appropriate prototype.

Note: Copying screens to another prototype does not copy over hotspots or comments.

Ensure the file name for each screen is unique across prototypes, otherwise, you may overwrite the existing screen when copying. For example, if you copy a screen from Prototype A and that screen shares the same file name as another screen in Prototype B, the screen from A will overwrite the screen in B.