Share and connect
Save forecast presets
Save the connections, standing notes and files you use again and again, and pick them for any forecast.
Steps
- Open the menu under your name, choose Settings, then Forecast presets.
- Choose Add preset and give it a name, and a description if you like.
- Under Connections, switch off any connection that forecasts with this preset should not use.
- Under Notes, choose Add note, write the note and pick how AI should use it.
- Choose Add preset. To add files, choose Edit on the preset, then Add file. When each file shows Ready, choose Save changes.
- To use the preset for every forecast you start, choose Make my default.
- On a question, open the button next to the run mode to pick a preset or No preset for the next forecast, or to switch single connections on or off.
- To give a question its own preset, pick it under Forecast preset on the question page.
Good to know
- A forecast uses the first preset it finds in this order: the one you pick when you start it, the question's own preset, your default, then your organization's default.
- A connection you add later is on in every preset until you switch it off there.
- Organization admins add organization presets, which every member can pick, and can make one the default for the whole organization.
- Schedules, automatic reruns and the live mode of a decision each keep the preset you pick for them.
- Each forecast keeps the preset it used, even after you change or delete the preset. About this forecast shows its name.
- When people besides you can read a forecast, its report may reflect the preset's notes and files. The start screen warns you before you start it.