Creately

What is Creately?

Creately is a visual intelligence platform that aims to help individuals and teams work more effectively by leveraging visuals and diagrams for clearer communication, improved teamwork, and better business outcomes. It provides features such as diagramming, whiteboarding, data-linked visual apps, and flexible customization options without the need for coding. Creately also offers AI-powered capabilities to generate visuals efficiently, uncover new perspectives, and automate tasks. The platform emphasizes the power of visualization in facilitating idea generation, information sharing, and collaboration to enhance productivity and decision-making processes.

Who created Creately?

Creately Viz was founded in 2008 by a team driven to help companies, teams, and individuals be more effective with visual tools. The company, headquartered in Melbourne, Australia, and with a primary team in Colombo, Sri Lanka, is part of Cinergix Pty. Ltd. Creately aims to enhance communication and collaboration through visuals and diagrams, offering a platform for work management on a smart visual canvas. The company values growth, optimism, being data-driven, simplicity, family, and a focus on delivering exceptional customer value.

What is Creately used for?

• Knowledge Management
• Data visualization
• Project management
• Workflow optimization
• Enterprise grade security
• Diagramming & Whiteboarding
• A New Way To Wiki
• Integrate & Extend Your Other Apps
• Remote Or Hybrid Work
• Visual Collaboration
• Business Process Modeling
• Intelligent diagramming and powerful whiteboard collaboration
• A new way to Wiki with improved knowledge discovery and centralization
• Integrated data from any app with 2-way sync in Creately
• Enterprise-grade security with ISO 27001, SOC 2 - Type 2, Data Residency & Up-time SLAs
• Real-time or asynchronous work in Remote or Hybrid settings
• AI-powered visual intelligence for generating visuals and automating tasks
• Custom visualization rules, formulas, and access rules in Workflows
• Multiple task roles & flows, flexible OKR and goal alignment, personal task management in Workflows
• Custom databases for visualizing items in multiple contexts and dynamic search results
• Visual tools for connecting ideas, people, and data on one platform
• Remote Or Hybrid Work Collaboration
• A new way to wiki for keeping daily tasks, wikis, resources, and organization needs in one place
• Integrating and extending other apps by bringing data for visualization with 2-way sync
• Remote or hybrid work capabilities for real-time or asynchronous collaboration
• Transforming the way teams work with AI-powered visual intelligence
• Customizing workflows with multiple task roles, OKR alignment, and personal task management
• Creating custom databases to visualize items in multiple contexts
• Improving knowledge discovery with link and navigation capabilities
• Exposing client-specific views and generating visuals with AI wizardry
• Data visualization with 2-way sync
• Visual communication for clearer messages
• Custom Databases for multiple contexts
• AI-powered visual intelligence
• A new way to Wiki for keeping tasks, wikis, and resources in one place
• Bringing data from any app and visualizing with 2-way sync
• Remote or hybrid work in real-time or async collaboration
• Enterprise-grade security with ISO 27001, SOC 2 - Type 2, and Data Residency & Up-time SLAs
• Improving knowledge discovery with link and navigation
• Centralizing & capturing knowledge
• Customizing rules, formulas, and access rules without code
• Connecting ideas to execution with custom databases
• Generating visuals, uncovering new perspectives, and automating tasks with AI-powered visual intelligence

Who is Creately for?

• Business professionals
• Teams
• Individuals
• Professionals
• Companies
• Small Teams
• Growing teams

How to use Creately?

To use Creately Viz, follow these steps:

1. Start by Choosing a Plan:

   • Creately Viz offers different plans like Free, Personal, and Team, each with varying features. Select a plan that suits your needs.

2. Explore Visual Tools:

   • Creately Viz provides data-linked visual apps to streamline tasks from idea to launch. Utilize these tools to connect ideas, people, and data efficiently.

3. Workflows Customization:

   • Customize rules, formulas, and access rules as needed. Enjoy features like multiple task roles, flexible OKR alignment, and role-based data access rules.

4. Utilize Custom Databases:

   • Keep items visualized in multiple contexts to maintain consistency. This feature allows you to connect ideas to execution and create dynamic search results.

5. Get Acquainted with Creately Viz Features:

   • Explore the AI-powered visual intelligence features. Generate visuals effortlessly, uncover new perspectives, and automate tasks using AI capabilities.

6. Diagramming and Whiteboarding:

   • Make use of the intelligent diagramming and powerful whiteboard collaboration tools to enhance communication and keep everyone on the same page.

7. Centralize Information with a Wiki Approach:

   • Use the canvas as the context to centralize daily tasks, wikis, resources, and organizational information. Improve knowledge discovery and capture essential details.

8. Integrate and Extend Other Apps:

   • Bring data from various apps, visualize it with 2-way sync in Creately, and add additional fields. Explore the capabilities of front-end data integration and augmentation.

9. Ensure Enterprise-grade Security:

   • Benefit from high-level security standards such as ISO 27001, SOC 2 - Type 2, Data Residency, and Up-time SLAs to safeguard your data effectively.

10. Work in Real-time or Asynchronously:

    • Collaborate naturally with others in real-time or asynchronously. Use visuals for clarity on the big picture and notes for precise details, ensuring everyone stays in sync.

By following these steps, you can effectively utilize Creately Viz's features and tools to enhance your visual communication, collaboration, and productivity.