Creating a Playlist (iOS)

Use InsitePortfolioTM's Playlist functionality to prepare for important meetings in advance. Select key 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 fastest way to add multiple content items to a Playlist.

  1. Tap into a Collection.
  2. Tap on the Action Icon in the upper right corner.
  3. Tap Playlist.
  4. A star appears in the bottom right corner of every content item. Tap on the star to select the item.
  5. Tap Playlist. Add a Playlist by tapping on Create Playlist, or select a current Playlist. Content items may be added to a single Playlist or to multiple Playlists.
  6. Tap Done.

    NOTE: To create a Playlist another way, longpress on a content item, and two small buttons appear. Select the Playlists button, and follow the instructions above.

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 on the Action Icon in the upper right corner.
  4. Tap Playlist. Add a Playlist by tapping on Create Playlist, or select a current Playlist. Content items may be added to a single Playlist or to multiple Playlists.
  5. Tap Done.

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 on the Playlists icon , then tap on a Playlist.
  2. Tap the ellipses , then tap Add to add additional content to the Playlist.
  3. Tap Edit to change content order, modify the Playlist's title, or remove items from the Playlist.
  4. Tap Rename to change the name of the Playlist.

Playlists Icon

  1. To view all Playlists, tap on the Playlists icon at the bottom of the screen.
  2. Tap Edit to edit the list. Tap the red circle to delete a Playlist, or press and hold the three horizontal bars to drag-and-drop a Playlist to a new spot.
  3. To create a new Playlist, tap the plus sign. Enter the name of the new playlist, and tap Done.
  4. Browse for content items to add to the Playlist, or enter a search term in the Search Bar to look for content across all Portfolios, Collections, and Sections.
  5. Tap on the content item(s) to add it to the Playlist.
  6. Tap Done.

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