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User Guide

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Master Clickt in Minutes

Master your workspace from data analysis to team execution with one clear workflow.

Use search to jump to the exact workflow or issue you need.

Quick Start Builder Presentation Teams Troubleshoot

⚡ Start Paths 🔗

Choose the fastest path based on what you need right now.

Build a report fast

Use Builder for data cleanup and charts, then move to Presentation for a polished export.

Open Builder path

Run team execution

Set ownership in Teams, track done/open work, and keep daily progress visible.

Open Teams path

Fix a blocker now

Go to troubleshooting for quick checks on export, notifications, and permission issues.

Open troubleshooting

CLICKT Framework

🚀 The CLICKT 6-Step Success Path 🔗

A repeatable path from data intake to team execution and polished delivery.

Clear Start

Choose your goal and import the right dataset.

Lean Setup

Use quick presets to speed up analysis setup.

Insight Mode

Run charts, tables, and transformations for findings.

Craft Outputs

Polish the canvas and build clean deliverables.

Keeping it Aligned

Assign work, track status, and respond to invites.

Telling Impact

Present results and share exports with confidence.

🧭 App Structure 🔗

What you will learn: where each core module lives and how guest versus signed-in access works.

Primary tabs are Clickt, Checklist, and Settings.

Inside Clickt, core modules are Tasks, Builder, and Presentation.

Guest mode includes Builder + Presentation access, while Tasks requires signed-in mode.

Sign In on Device

Builder Module 🔗

Data → Analysis → Deliverables

What you will learn: import datasets, build analysis outputs, and export clean deliverables.

Data

Import CSV/TXT/JSON, select dataset, and track rows/columns/hash markers for reproducibility.

Tip: Use multiple dataset in one space.

Analysis

Create X-Y plots, bar/scatter visuals, tables, filters, derived columns, and grouped aggregates.

Tip: Start from Quick Preset to reduce setup time.

Deliverables

Load artifacts to canvas, adjust layout, then export PNG/DOC/PPT or send directly to Presentation.

Tip: Use Polish All before final export.

Presentation Module 🔗

Decks, slide editing, branding, and export

What you will learn: transform findings into decks, apply visual rules, and export for sharing.

  • Create/edit/reorder slides and decks
  • Control title/subtitle/body/image sections visually
  • Apply template and brand rule settings
  • Preview in-app and export HTML/PDF
Pro Tip: On iPhone/iPad, exports save to your Files app. On Mac, you choose the destination folder.

Teams & Collaboration 🔗

Use Teams to create groups, send membership requests, assign tasks, and run YES/NO decision invites.

What you will learn: assign ownership, track completion states, and speed up decision cycles.

OPEN

Task is active and assigned.

COMPLETED

Assignee finished task and status is closed.

YES / NO

Decision invite response for fast team consensus.

Checklist Module 🔗

Track personal work and synced team assignments with clear completion progress.

What you will learn: manage repeatable checklists and keep completion status accurate.

  • Add/edit/reorder items
  • Mark complete or reopen
  • Remove completed items quickly
  • Refresh cloud checklist when signed in

Settings & Account 🔗

What you will learn: account updates, security actions, and key support links.

  • Edit profile and username
  • Reset password
  • Sign out
  • Delete account
  • Access support, terms, and privacy pages

🔔 Notification Events 🔗

When cloud functions and device tokens are configured, push notifications can be triggered for team invites, invite responses, task assignment/completion, decision invites, and task-thread messages.

📘 Deep Dive (Optional) 🔗

Additional features currently present in codebase
  • Plan: editable plan document with reset
  • Calendar: provider sync, date-range filters, complete/reopen/delete
  • Data Streams: source registration and validation status
Authentication and access notes

Signed-in users can access team/cloud workflows. Guest users can explore Builder and Presentation without full team features.

🔍 Quick Troubleshooting 🔗

Notification issues?

Verify notification permissions, deployed cloud functions, and active device token registration.

Export failed?

Try PNG first to validate canvas rendering, then retry PDF/DOC/PPT output.

Team actions blocked?

Confirm invite acceptance and creator permissions for creator-only actions like team deletion and task assignment.