Author: Help Administrator
-
Streamline
If present, this app allows you to create workstreams (i.e., buckets to hold tasks), add tasks, and track their progress. This is a task management app designed to automate daily request processing for individuals and teams.
-
Contacts
This app enables you to create and manage individual or company contacts that are important to your Organization (s) and locations.
-
Dashboard
A place filled with activities presented using widgets from each app in the platform. This contains widgets that you can interact with (for example, the social networking), or know information (for example, Today’s weather). You can rearrange the widgets or hide them by clicking the profile menu and Manage Widgets.
-
Dashboard
Click Filters and then View Disabled to see the disabled News/Announcement. This will reload the listing screen with disabled news/announcements, each card displaying the Restore button as an overlay. Click the respective Content’s Restore button to bring it back. Restoring an already published Content remains published.
-
Restore Disabled News/Announcement
Click Filters and then View Disabled to see the disabled News/Announcement. This will reload the listing screen with disabled news/announcements, each card displaying the Restore button as an overlay. Click the respective Content’s Restore button to bring it back. Restoring an already published Content remains published.
-
Edit News/Announcement
Click the card’s menu for the Content you want to edit and then click Edit. This will show the page with options described above. Make the necessary changes and then click Save. This will update previously published Content and show the latest version. Otherwise, your draft will be updated.
-
Create a News/Announcement
Click Add to create a news/announcement. This will direct you to a news/announcement creation screen, with the required fields marked with a red asterisk (*). Navigation Bar Click Save to save the Content as a draft. Click Save & Publish to save the changes and then publish them so that the users in the Visibility…
-
Listing
Click the Pulse app from the left sidebar to view all the News and announcements. The listing is presented in the card style, with each card having further options depending on your rights. Navigation Bar You can add a news/announcement by clicking Add. You can filter the listings using various criteria by clicking “Filters”. You…
-
Notifications
We strive to keep you informed of things happening in your organization that sometimes overwhelm you in terms of platform notifications. So, we’ve provided you with the means to tune out notifications you don’t want to receive from the platform. Click your Profile Menu and then click Manage Notifications. Once the page lads, you will…
-
Widgets
Links have two widgets that show the links on the dashboard. Quick Links: All the links not added to the Quick Links category are shown here. Click the Link to open the web page in a different window. Click View All to list all the links under this category that are visible to you. Shortcut…
-
Manage Categories
Click Categories to see the list of categories available for you. You will see the Add button. Each link category can be edited if you are the owner or the collaborator, disabled or viewed. Adding a new category Click Add to add a new link category. The following are mandatory in the category: Title: enter…
-
Manage Links
Adding a new link Click Actions -> Add to create a new link. The following are mandatory: Label: enter a user-friendly name you wish to display instead of a link. Url: enter a valid URL (Link. For example, https://franchiseshift.com/). The following are optional: Category: Select a category here. Access: Visibility: The visibility panel is pre-filled…