How do I start using OneIPM?
The first step is to visit the
Onshape App Store and subscribe to the OneIPM app.
This can be found in the Data Management section.
Next, you can add the app to your documents in Onshape using
these instruction.
Alternatively, after subscribing to the app in Onshape, you can run the app in a browser by going to
https://oneipm.com/app.
For more detailed information, see the
Getting Started Section.
Visit the official
help page.
When you are browing documents in OneIPM, right click on a document, assembly, part or drawing and select "Create New Task" from the context menu.
How can I move a task from one state (ie. ToDo) to another (ie. In Progress)?
There are 2 ways. The easiest is to simply drag and drop the task from one column to another.
Alternatively, when you are editing a task you can select the new state at the top of the edit task dialog.
How do I expand/collapse individual nodes (assemblies) in the tree and node views?
Simply double click on any node to toggle its current state between expanded and collapsed.
How do I switch views?
Select the top-left button with an arrow shape pointing right.
A drop-down menu will appear.
Near the bottom you can select to go to the Dashboard, Task Manager or Document views.
What is the difference between a Private project and a Shared project?
Private projects can only be seen by you.
It is a good place to manage projects/tasks that no one else needs to see.
A shared project contains tasks that anyone on your team or company can see and modify.
A share project can be shared with the company (if you belong to one) or an Onshape team.
Sharing can be selected when you create or edit a project.
Can I open a document in Onshape from OneIPM?
Yes. When you see a document in the Document viewer or a task associated with a document, simply right-click and select "Open in Onshape".
How do I edit a task?
Right-click on the task and select "Edit Task".
Alternatively, you can just double-click on the task.
How do I delete a task?
Right-click on the task and select "Delete Task".
How do I get more info on a document, assembly, part, etc?
Either double-click on the document, or right-click and select "Browse Into".
How do I edit properties for a document, assembly, part, etc?
When viewing documents, on the top-left select the "List" view.
Then if you have the required access, you can simply double-click in a cell and edit the property.
How do I request a new feature or provide feedback on OneIPM?
Click this
link to send us your requests and feedback.
We'd love to hear what you think about OneIPM.
