Creating a Playlist (Windows Tablet)

Use InsitePortfolioTM's Playlist functionality to prepare for important meetings in advance. Select key pieces of content from one or multiple Portfolios, and organize them in the way that works best for you. Playlists are unique to the user, and sync across all devices.

Create a Playlist from within a Collection

Most Playlists consist of multiple items. Creating a Playlist at the Collection level is the fastst way to add multiple content items to a Playlist.

  1. Tap into a Collection.
  2. Tap the in the bottom right corner.
  3. Tap Playlist.
  4. A square appears in the top right corner of every content item. Tap on the square.
  5. At the bottom of the screen, tap Next.
  6. Add a Playlist by tapping the plus sign, or select a current Playlist. Content items may be added to a single Playlist or to multiple Playlists.
  7. Tap Save.

Create a Playlist from within a Content Item

The client calls at the last minute, asking to cover an additional topic in your upcoming meeting. Find the perfect content to match their needs, and add the item to a Playlist without leaving the screen.

  1. Tap into a Collection.
  2. Tap on a content item.
  3. Tap the in the bottom right corner.
  4. Tap Playlist. Add a Playlist by tapping on the plus sign, or select a current Playlist. Content items may be added to a single Playlist or to multiple Playlists.
  5. Tap Save.

Edit a Playlist

Edit an existing Playlist to rearrange Playlist items, remove Playlist items, or change the name of a Playlist.

  1. To edit a single Playlist, tap the icon on the left side of the screen, then tap on a Playlist.
  2. Drag and drop a content item to another location in the Playlist.
  3. To remove an item, tap the at the bottom of the screen, and select Remove items.
  4. Tap Save.

Playlists Icon

Visit the Playlists icon to move a client's Playlist to the top of the list, or delete a Playlist you no longer need.

  1. To view all Playlists, tap the icon on the left side of the screen.
  2. Tap the at the bottom of the screen to edit.
  3. Tap Select On.
  4. A white box appears in the top right corner of each Playlist. Select the box to choose a Playlist.
  5. In the bottom right corner of the screen, select Rename to rename the Playlist, or Delete to delete the Playlist. Choose Select Off to return to the main Playlists screen.
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