How to Use Toolkits

August 18, 2026

Toolkits are pre-packaged collections of assets organized around a specific topic, task, or project. Rather than manually creating individual forms, tables, apps, or reports one by one, a Toolkit gives you a ready-to-use set of assets tailored to a single theme.

How to Add Toolkits to Your Workspace

  1. In your Workspace, select Toolkits from the navigation bar at the top of the page.
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  1. The pop-up window that opens will display the available toolkits.
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  1. Once a toolkit is selected, you can preview an asset by clicking on a name from the list on the left side of the window.
  1. Next, click on the Use Toolkit button.
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All of the assets from that toolkit will be added to your workspace and labeled with the name of the chosen toolkit. Selecting the label from the left-hand menu will display all assets that were created with the toolkit.

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