What Is TAS

TeamAssistant (TAS) is a platform for business processes. Instead of e-mails, spreadsheets and paper forms, it runs each agenda in one place: who has to do what, by when, with which data and documents, and what should happen next.

What TAS Is Used For

Typically for internal processes that repeat and follow clear rules:

  • Approvals: purchase orders, invoices, contracts, travel orders, leave.
  • Requests and records: IT requests, employee onboarding, assets, complaints.
  • Receiving and processing submissions: incoming mail, data boxes, e-mail requests.
  • Automation over company data: connections to ERP, e-mail, electronic signatures or an AI assistant.

How TAS Works

Each process in TAS has its own template. The template describes which steps the process consists of, who handles them, what data is filled in and which rules apply. When someone starts the process, a case is created: one specific run of the process, for example one specific purchase order. The case goes through tasks: each task is a step to be done by a specific person or performed automatically by TAS.

Using a purchase order as an example:

  1. Klára creates a new purchase order. A case is created and Klára receives the Create Order task with a form for the supplier, items and cost center.
  2. Once the task is completed, TAS determines the approvers according to the approval matrix and sends them approval tasks.
  3. When everyone has approved, TAS automatically prints the order to PDF, saves it to the case and sends it to the supplier.
  4. The case then waits for delivery confirmation and is finally closed.

Everyone sees only what belongs to them: their tasks, the cases they work on, and the overviews the administrator has made available to them. The full case history, i.e. who did what, when and with which values, remains stored.

Who Works with TAS

RoleWhat they doWhere in the manual
UserHandles tasks, creates cases, searches for documents and works with overviews.User Guide
Template administrator (consultant)Designs and modifies process templates: forms, steps, assignees, prints and automations.Template Design, Calculations and Scripts
AdministratorManages users, roles and the organizational structure, and configures and monitors the whole system.Administration, Integrations and API

Where TAS Runs

TAS is used in a web browser on computers and tablets, and tasks can also be handled in the mobile app for iOS and Android. A company can run it in its own infrastructure or as a service. Your company's TAS administrator will give you the login address and credentials.

Continue with the Basic Concepts article and then Getting Around the Interface.

Creating and Editing an Overview

Form Fields
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)