SrishtiDocs

Getting started

Sign in and find your way

How to sign in to Srishti with your Kapiva Google account, where you land, what each item in the left menu opens and who sees it, and how to sign out.

  • Everyone

Srishti is Kapiva's tool for planning and running new-product projects, from the brief to launch. You sign in with your Kapiva Google account; there is no separate password.

Everyone starts on My Activities. The left menu then shows only the pages your page access allows, so two people can see different menus. This page walks through signing in, the menu, notifications, your account and signing out.

Sign in with Google

Srishti uses Google sign-in only. Your account must be on Kapiva's Google Workspace (your @kapiva.in address), and an admin must have added you in User Management first. Nobody can sign up on their own.

  1. Open Srishti. On the public page, choose Sign in.
  2. Choose Sign in with Google. Google asks you to pick an account. Pick your Kapiva account.
  3. Land on My Activities. Once Google confirms who you are, Srishti opens My Activities.

Where you land

After sign-in everyone lands on My Activities: your own activities, tasks, documents and conversations, grouped by project. See My Activities for the whole page.

If you followed a link while signed out, for example from a notification email, Srishti sends you to sign-in first and then back to that page. If your page access does not include that page, you land on My Activities instead.

The Srishti logo at the top of the menu always brings you back to My Activities.

The left menu

The menu lists the pages your page access opens. A page set to None for you is left out, not greyed out. Pages are grouped: your everyday pages first, then Templates, then Administration.

12345678
The left menu of someone who can open every page.

  1. Your home page. Everyone has it.

  2. The health dashboard of every active project you can see. Shown with Portfolio: View.

  3. Every project you can see, with its status and launch dates. Shown with Projects: View or Action.

  4. Decisions waiting on you and all your notifications. Everyone has it.

  5. Activity Templates and Document Storage. Shown with Templates: View or Action.

  6. People, teams and page access. Shown with User Management: View or Action.

  7. Your latest notifications, with the unread count.

  8. Your name and email. Click it for View profile and Logout.

Menu itemWhat it opensWho sees it
My ActivitiesYour activities, tasks, documents and conversationsEveryone
PortfolioThe Portfolio dashboard of active projectsPortfolio: View
ProjectsThe project list and each project's pageProjects: View or Action
Approvals & AlertsApprovals awaiting you, activity approvals and notificationsEveryone
Activity TemplatesThe templates new projects start fromTemplates: View or Action
Document StorageThe folder structures project documents are filed underTemplates: View or Action
User ManagementPeople, teams, page access and escalation managersUser Management: View or Action

What each level lets you do on these pages is on Page access.

The arrow next to the logo folds the menu down to icons; hover an icon to see its name. Srishti remembers your choice on this browser. On a narrow screen the menu is hidden behind the menu button at the top left.

Notifications

Notifications sits at the bottom of the menu, above your name. A red number shows how many you have not read (9+ when there are more than nine).

  1. Click Notifications. A window lists your ten latest notifications, newest first, each with its time.
  2. Mark what you have read. Choose Mark read on a notification. The count goes down.
  3. See everything. Choose View all in Approvals & Alerts for the full list, filters and Mark all read.

When there is nothing new the window says "You're all caught up." What sends a notification, and when reminders and escalations go out, is on Notifications, reminders and escalations.

Your account and profile

The card at the very bottom of the menu shows your name and email. Click it to open the account menu, with View profile and Logout.

View profile opens My Profile. It is read-only and shows:

Name and email
Your name and the Google account you sign in with.
Team
The team you belong to, or "Not assigned".
Escalation L1 and L2
The people your due-today and overdue alerts escalate to, or "Not assigned".
Page access
Each of the five modules with your level: No access, View or Action.

To change any of these, ask your administrator. The page says the same: "To update these details, contact your administrator."

Sign out

  1. Click your name at the bottom of the menu. The account menu opens.
  2. Choose Logout. Srishti ends your session and opens the public Srishti page.

If the sign-out does not go through, the menu stays open with "Could not sign out. Please try again." You are still signed in until it succeeds, so try again before you leave a shared computer.

Related

My ActivitiesYour home page: what is overdue or due soon, every active project you work on, your activities and tasks in each, and the documents and conversations that go with them.Page access: what you can openHow Srishti decides what each person can open and change: five modules set to None, View or Action (Portfolio only None or View, My Activities always Action), the separate Approver flag, and the PM of each project.Notifications, reminders and escalationsWhere notifications appear, which ones also go to Slack and email, the daily schedule of due-date reminders and escalations to a person's L1 and L2, and the Daily Digest email.
Esc
  • Loading…