If you are like many new Adaptive Insights customers, you’ve come away from your initial training with tons of knowledge, but also possibly slightly overwhelmed. In today’s Adaptive Insights Tips & Tricks blog post, I want to share a very practical takeaway you can use after training, or anytime you have developed a Model sheet in a test or Sandbox (duplicate test environment) that you would like to use in your Adaptive instance.
Did you know you can download a completed Model Sheet to your laptop and then upload to another instance and it will be almost completely ready to activate? If there is a Model sheet you have access to in a non-production environment, you can very quickly turn it into a model sheet in your live instance. Copy the basic Model sheet from your non-production environment and jump start your Model sheet development in your live instance!
The download/upload functionality is included in the Level-Assigned Sheets function as follows:
Looking for somewhere to start with Adaptive Insights? If you have a Model sheet in a non-production instance, you can quickly turn it into a Model sheet in your live instance.
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Watch these short videos to get more tips on how to use Adaptive Insights: