Now that you understand the basics, let’s level up your workflow using the built-in features in efficiently. In this module you will master the efficiently workflow, allowing you make smarter design decisions, be more efficient, and save valuable time throughout your process.
Managing Pages in Your Design Book
Recap
Add a New Page
From the Pages dashboard, click the New Page button to create a fresh page for your book.
You can also add a page directly between existing pages by clicking the blue plus (+) icon that appears after any page.
Navigate Between Canvas & Pages Dashboard
When you're working on a page canvas, click the Pages arrow at the top of your screen to return to the full list of pages in your book.
Use this to quickly move between editing a single page and organizing the entire book.
Reorder Pages
Grab the six-dot handle on any page to drag it into a new position.
This makes it easy to reorganize your presentation as your project evolves.
Page Options (Three-Dot Menu)
Select the three dots on any page to:
Rename the page
Move the page
Duplicate the page
Delete the page
These options allow you to manage page content without affecting the rest of the book.
Switch Between List or Grid View
Use the view toggle to switch between List View or Grid View—whichever better suits your workflow.
Grid View gives a quick visual overview, while List View keeps things compact.
Adding Content to the Canvas
Left Hand Side Menu & Item IDs
Recap
What are Item IDs?
Every time you add a new item to your project, Efficiently Design automatically creates a unique identifier called an Item ID.
An Item ID:
Acts as a smart link between a selection type, the final product, and every place that selection appears in your Design Book
Serves as a placeholder before the exact product is chosen
Ensures consistency across your project, update the item tied to the Item ID once, and it updates everywhere that ID is used
Example
If you want to add a bed to your design but haven’t selected the exact product yet, create an Item ID. You can continue building your Design Book now and choose the final product later.
Creating Item IDs from the Left Menu
Click the plus (+) icon next to Item IDs
Apply any search filters you need
Select an item, or create an Item ID without selecting a product
This creates an Item ID even if no specific item has been chosen yet.
Using Item IDs in the Canvas
Drag an Item ID from the left-hand menu onto the page canvas
Or click the Item ID to open the fly-in panel and choose Add Item
Be sure to adjust the sort filter from Recents to Relevant so the correct items appear
Once you choose an item:
Both the Item ID and the Item Box are updated with the correct item information
Any other page using this same Item ID updates instantly
Repeat this process for all other Item IDs in your project.
Adding Elements from the Left Hand Side Menu
The same workflow applies when adding Elements to your pages:
Drag and drop elements from the left-hand menu
Edit, move, or customize them directly on the canvas
Elements help structure your page layouts and enhance your design presentation.
Right Hand Tool Bar
The right-hand toolbar provides quick access to the tools you’ll use most often while building and customizing pages in your Design Book. These tools help you select, edit, and format content on your canvas.
Recap
Select & Hand Tool
Use the Select tool to interact with anything placed on your canvas. With this tool active, you can select, open, move, edit, and resize any element on your canvas
The Select tool is the default action when working on your design book pages.
Use the hand tool to move the entire page
Add Shapes, Lines, & Text
Use the Shapes, Lines, or text tools to add simple visual elements to help structure presentations or enhance the layout of your pages.
You can create:
Straight lines (horizontal or vertical)
Basic shapes such as Squares,Ovals, Rectangles
Text boxes
Once an element is added, you can select it to resize, reposition, or adjust its formatting as needed.
Add Item or image Box
Image and Item Boxes can be added from the right hand toolbar. This quickly adds image or Item selections onto your canvas.
Click Add Item/Image Box on the toolbar.
An Item Box will be placed on your canvas.
The fly-out panel will automatically open so you can search and select an item (item Box), or image (image box).