Creating a Playlist (Android)

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 fastest way to add multiple content items to a Playlist.

  1. Tap into a Collection.
  2. Tap on the more options button in the upper right corner.
  3. Tap Playlist.
  4. A star appears in the upper left corner of every content item. Tap on the star, or tap on the box at the top of the screen to select all items.
  5. At the top of the screen, tap on the star .
  6. 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.
  7. Tap Add.

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 more options button in the top right corner.
  4. 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 Add.

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 hamburger menu in the top left corner.
  2. Tap Playlists, then tap on a Playlist.
  3. Tap on the plus sign to add additional items to the Playlist.
  4. Tap on the more options button . Select Share to share the Playlist, Edit to remove items from the Playlist, or Rename Playlist to change the Playlist's name.
  5. Tap Save.

Playlists sidebar icon

Visit the Playlists icon to add an additional Playlist, or delete a Playlist you no longer need.

  1. To view all Playlists, tap on the hamburger menu in the top left corner.
  2. Tap Playlists.
  3. Tap on the plus sign to add a new Playlist.
  4. Tap on the more options button in the top right corner.
  5. Tap Edit.
  6. Choose the red minus sign to delete the Playlist, and the checkmark to save changes.
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