Skip to content
omnismith docs

Quick Start

This guide is for users who want fast activation without learning everything first.

Workflow (10–15 Minutes)

Section titled “Workflow (10–15 Minutes)”
  1. Create or open a project.
  2. Create attributes (for example: Name, Status, Amount, Due Date).
  3. Create a template and attach those attributes.
  4. Create your first entities from the template.
  5. Open entity search and apply filters.
  6. Open entity history and chart tabs.
  7. Create a dashboard and add your first block.

show the minimum complete flow from project to first dashboard block.

Tips

Section titled “Tips”
  • Start with a small template and evolve it after real usage.
  • Use metric attributes for values you want to aggregate in charts.
  • Keep naming consistent across attributes and templates.