User guide
Quick Start Guide
Dashboard
Overviews
Case detail (Caseoverview)
Case - event
Tasks
Case notes
Documents
User settings
Favorites
Table component
Administrator Guide
Administration
Authentication and Synchronization
Mobile App Setup for Your Environment
Scheme
Dynamic tables
Scripts
Service console
Scheduled Tasks
HR Agenda
Sequences
CSP Headers
Logs
Crons
Access Token Settings & Session Expiration
Template
Roles
Integrations
TAS Forms
TAS Forms
Activating the module on the environment
TAS Forms - secret creation guide for Docker Swarm
Advanced Features & Tips
Filtering in a dynamic sheet using a URL parameter (static)
Search in a dynamic table by column value
Filtering in a dynamic sheet using dynamic conditions
Optimizing Overviews with a Large Number of Cases
DOCX document creation
Planning
Users
Organizational structure
Events
Partners
Product
Business Changelog
Technical Changelog
Version Upgrade Guide
Upgrading to 5.9
Upgrading to 5.3
Dynamic conditions migration
PDF printing adjustment
Editing Task Description vs Task Instructions
Transpiling forEach to a for loop
Rendering HTML on Caseoverview
Upgrading to 5.7
Best Practices for Upgrading from TAS 4 to TAS 5
Technical details
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Quick Start Guide
Team assistant (TAS) is a low-code comprehensive business process management tool designed to help you centralise and automate your workflows. TAS is highly configurable, allowing our clients to customize the tool to their organization's specific requirements. Its flexibility allows you to create unique workflows that fit your needs and areas of operation.
Customise dashboard (home page)
Start new case
How to handle a task
- All your tasks can be found in left menu of application under "Tasks"
- Open chosen task by double-click or by 3 dots and choose "Detail"
- Now you need to fill-in all required fields that are shown by *
- Click on "Complete" in right top corner
