Navigating the interface

After you sign in, TAS opens on the home screen (Dashboard). All screens share the same layout: a side menu on the left, a top bar with search and your account at the top, and the page content in the middle. This article describes each part of the layout. Individual pages (tasks, cases, overviews…) have their own articles.

No.AreaPurpose
1Side menuSwitching between the main parts of the application and creating new cases.
2Top barAI assistant, favourites, notifications, search and your account menu. It is the same on all screens.
3Page headerIcon and name of the open page.
4Page actionsButtons that work with the open page, for example Save, Close or Complete. Each page has different ones.
5TabsSome pages have several sections. Click a tab to go to another section.
6ContentThe actual page content: a form, list, table or tiles.

Side menu

No.ElementPurpose
1New caseOpens a window for creating a new case. It offers only the processes you are allowed to start.
2Menu itemsThe main parts of the application. The open section is highlighted with a green icon.
3Powered by SycaLink to the vendor's website.
4Collapse menuNarrows the menu to icons only and frees up space for content. Click again to expand the menu.
5VersionThe TAS version you are using. Click it to open the technical changelog.

Which menu items you see depends on your roles. A regular user has these items:

ItemWhat you find there
DashboardHome screen with widgets: your tasks, cases, calendar, favourites and news.
TasksTasks you have to handle or can take over.
CasesCases you have created or are working on.
OverviewsSaved tables of cases with custom columns and filters.
ReportsCharts and statistics based on overviews.
DocumentsSearching and managing documents across cases.
ManualsGuides and documents prepared for you by the administrator.

Administrators and template managers also have an Admin group below these items: Templates, Administration, Planning, Users, Roles, Org. structure and Events. They are described in the Administration section.

The collapsed menu shows only icons in the same order. The arrow at the bottom expands it again.

Top bar

No.ElementPurpose
1AI assistantThe “Ask me anything…” field opens a chat with the AI assistant. It is displayed only if AI is enabled in your installation.
2FavouritesA list of screens you have saved to favourites. The “Add current screen to favourites” button saves the page you are currently on. If it is already in favourites, the button removes it.
3NotificationsNews from the administrator and system maintenance notices. A dot on the bell means you have new notifications.
4SearchOpens a page for searching case and task names, variables and documents.
5Your accountYour name and profile photo. Click to open the account menu.

Favourites

Favourites are shortcuts to the screens you use most often: starting a specific process, an overview or another page. Click an item to open it. For details, see the Favourites article.

Account menu

ItemPurpose
SubstitutionSets who substitutes for you during your absence. See the Substitution and leave article.
SettingsYour profile, language, date format, e-mail notifications, connected applications and password change. See the Account settings article.
Toggle light/dark modeSwitches the application colours between the light and dark theme.
Log outEnds your session in this browser.

The following items may also appear in the menu:

  • Substituting / Being substituted: when you substitute for someone, you can switch to their agenda here and back to your own.
  • Admin view / User view: for administrators only. Switches between the administrator view and the regular user view, so you can check what others see.
What the administrator can hide
The system administrator can hide the New case button, search, log out and the Powered by Syca link in the configuration. If you do not see some element, it is hidden in your installation.

Notifications

In notifications you find news sent to you by the administrator and notices about planned maintenance. Click a news item to open it in full. The All news link opens a list of all news. Priority news is also displayed directly in the top bar. The More information link opens the full news item, and when there are several priority news items, you can browse through them.

On mobile and tablet

On a narrow screen, the side menu is hidden. Open it with the menu icon in the top left corner. The AI assistant field moves below the top bar.

Favorites

Dashboard widgets
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)