User guide
Quick Start Guide
Case notes
Table component
FAQ
Search
Dashboard
Deleted Documents and Access Log
Solving a task
AI Assistant
Manuals
Substitution and Vacation
Suspending, resuming, archiving and deleting a case
Case variables, history and graph
Basic Terms
Uploading Documents, Folders and Revisions
News
Favorites
Navigating the interface
Dashboard widgets
Case Detail
News/Announcements in Team assistant
Case list
Logging In and Out
Account Settings
Task List
Mobile app settings
Reports and Charts
Searching and Listing Documents
Handing Over, Taking Over and Tasks to Pull
Bulk Tasks
Printing a Case
Creating and Editing an Overview
What Is TAS
Form Fields
Tablet Interface and NFC
Overviews
Creating a New Case
Case Events
Case Permissions
Subscribing to an overview by email
Administrator Guide
Platform guide
Administration
Crons
Authentication and Synchronization
SMTP OAuth authentication
LDAP, SAML, Entra ID and NFC: Settings
Configuring authentication modules
Authentication
Vault
DMS attributes
Service Operations
Mobile App Setup for Your Environment
Scheme
XML Process Import
HR agenda and agenda handover
Logs
Archiving
Scripts
Sequences
System Status
News Management
Migrations
Configuration
Plugins
Email Queue
Service Console
AI monitoring
Shared Files
Settings
CSP Headers
CSV Files
Scheduled Tasks
Processing Queues
Maintenance
Administration Menu
Licenses
Dynamic Tables
Usage Statistics
Access Token Settings & Session Expiration
Visual Identity
Template
Prints
Tasks
Task calculations
Automatic task completion and cancellation
Email Task and Notifications
Task types
Smart Event task
Instructions, Sections and Testing a Task
General task settings and solver
Multi-instance
Planning: start, branching and due date
Dynamic conditions: builder
Variable assignment and sections
Variables
Class diagram, object state import and alias candidates
Document list
Text and Multiline text
Checkbox
Number
Variables: overview and common settings
Lists (texts, numbers, dates)
Dynamic Rows
Date
Dynamic list
Sequence
Dynamic Table
Shredding Process
Template graph
Template Tab
Template List
Importing, Exporting and Copying a Template
Template Headers
Case statuses
Roles
Connecting to a different database
Diagnosing services
Hyper-V: Isolated NAT Network with Port Forwarding
Users
Translations
NFC Integration
Events and Rules
AXIOS API
Plans
Axios with Vault
Users
Axios with SSL Certificate
User Detail
Calculations & Functions
Form condition
Other dynamic conditions
Optimization of API calls on dynamic conditions
Filtering in a dynamic sheet using dynamic conditions
Dynamic Conditions: Script
Dynamic Rows: Script
Calculations
Dynamic Tables
Printing and File Generation
Documents in Calculations — Complete Guide
Printing and File Generation in Calculations
DOCX document creation
Other Calculations
How and when calculations run
Calculations API reference: the lib library
Calculations API reference: variables and case
Global Scripts and React Scripts
Integrations
MS Graph
MS Graph - cron configuration
MS Graph v2 (from v5.7.102)
MS Graph - preparing the mailbox
MS Graph (email)
ISDOC.PDF
DocuSign
TAS call module - TAS 2 TAS (process creation via API)
DB View
DocuSign and electronic signatures
ERP and other integrations
Smart Events for 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)
Optimizing Overviews with a Large Number of Cases
API Documentation
Product
Technical Changelog
Business Changelog
Version Upgrade Guide
Upgrade to v5.19
Upgrade to TAS 5.19 - Key Changes and Removed Features
Upgrading TAS 5.17 to 5.19 – Technical Part (DevOps)
Upgrate to v5.17
Upgrade to TAS 5.17 - Key Changes and Removed Features
Asset Migration from FE to Backend (5.17 Upgrade) — DevOps
Upgrading to v5.7
Lodash upgrade v4.17.x (>v5.5)
Main changes and deprecated features (v5.3 > v5.7)
Highlighting variables in Read-only status (>v5.7.58)
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
Differences between TAS4 and TAS5 - a complete overview
Best Practices for Upgrading from v4 to v5
Using validation functions
Technical details
Server prerequisites
Security and Data Protection
Security
TAS Operations Runbook
Technological architecture
News / Important information
Microsoft Disabling Basic Auth for SMTP
End of EWS support and transition to Microsoft Graph
Adjustment in EWS after MS Exchange update (29.04.2025)
Security notices
Getting Started
- All Categories /
- Administrator Guide
- Platform guide
- Administration /
- Administration Menu
Administration Menu
The Administration menu is the hub for all TAS management tools. Each tool has its own card, and the cards are grouped into categories. To open the menu, click Administration in the side menu. The item is visible to administrators and to users with one of the management roles (DMS administrator, HR manager, news manager, API token manager). These users see only the cards for their own area.

| No. | Element | Purpose |
|---|---|---|
| 1 | Administration | Side menu item that opens this page. |
| 2 | Documentation | Opens the online TAS documentation for administrators in a new tab. Users with Czech or Slovak get the Czech version. All other users get the English version. |
| 3 | Version | Number of the installed TAS version. Click it to open the technical changelog in a new tab. |
| 4 | Search | Filters the cards by the text you enter. It searches the card name, its description and the category name. Search is not case-sensitive. |
| 5 | Favourites | Category with the cards you have starred. It always appears first, and only when you have at least one favourite card. |
| 6 | Star | Adds the card to favourites or removes it. On a regular card it appears when you hover over the card. On a favourite card it is always shown. |
| 7 | Category name | Cards are grouped into five categories. Categories and the cards in them are sorted alphabetically according to the application language. |
| 8 | Card | Name and short description of the tool. Click the card to open the tool. A long description is shortened to one line. |
| 9 | Unavailable card | Grey card with a question mark. The tool is turned off and the card cannot be opened. Hover over the question mark to see the reason. |
| 10 | Maintenance | Card that opens the maintenance settings dialog instead of a new page. It has no star, so you cannot add it to favourites. |
Search
Type part of a name or description in the search field, for example "queue". Only cards that contain the text remain, and empty categories are hidden. If nothing matches, the message Not found is displayed. Click the cross in the field to clear the filter.

Favourite cards
Add the tools you use most often to favourites:
- Hover over a card. A star appears in the top right corner.
- Click the star. The card also appears in the Favourites category at the top of the page.
- Click the filled star again to remove the card from favourites.
Favourite cards are saved to your account, so you see them on every computer. If you lose access to a tool, for example after a role is removed, the card disappears from favourites automatically.
Unavailable Processing Queues card

The Processing Queues card stays grey until the installation uses queues for scaling. Queues are turned on with the configuration keys system.scaling.queueWorkflow (queue for workflow) and system.scaling.queueRights (queue for rights recalculation). Turning on either one is enough. The tooltip on the card lists the same options under their older names scaling.queue.workflow.enabled and scaling.queue.rights.enabled.
Who sees which cards
| Role | Cards in the menu |
|---|---|
| Administrator | All cards except the three reserved for the super administrator. The News Management card is visible only with the news manager role. HR Agenda opens on the Substitutions tab for an administrator with the HR manager role, and on the Agenda tab for other administrators. |
| Super administrator | The same as the administrator, plus Structure Import/Export, Service Operations and AI Monitoring. |
| DMS administrator (without the administrator role) | DMS Attributes and Shared Files. |
| HR manager (without the administrator role) | HR Agenda, opened on the Substitutions tab. |
| API token manager (without the administrator role) | API Access. |
| News manager (without the administrator role) | News Management. |
When you work as a substitute for another user, or when your management rights are temporarily turned off by switching to the user view, TAS does not take your roles into account for the Administration menu. The menu then shows no cards.
Overview of all cards
The categories are listed in the order shown in the Czech version of the application.
Security and Authentication
| Card | Purpose | Article |
|---|---|---|
| Authentication | User sign-in modules (password, LDAP, SAML2, Entra ID and others). | Authentication |
| Licenses | License keys of the installation. | Licenses |
| API Access | API tokens, OAuth clients and granted OAuth permissions. Also visible to the API token manager. | API Access |
| Vault | Secret keys, passwords and certificates for integrations. | Vault |
Integration and Data Management
| Card | Purpose | Article |
|---|---|---|
| Csv | Working with CSV files in the application. The card name is displayed untranslated. | CSV |
| DMS Attributes | Document attributes in DMS. Also visible to the DMS administrator. | DMS Attributes |
| Dynamic Tables | Data storage in dynamic tables. | Dynamic Tables |
| HR Agenda | User agendas and substitutions from the HR perspective. Also visible to the HR manager. | HR Agenda and Agenda Handover |
| XML Process Import | Import of processes from XML files using the XMLProcessImport.js cron. | XML Process Import |
| Structure Import/Export | Import and export of the organizational structure, users and roles. Super administrator only. | Structure Import/Export |
| Shared Files | Shared files and documentation. Also visible to the DMS administrator. | Shared Files |
Monitoring and Maintenance
| Card | Purpose | Article |
|---|---|---|
| AI Monitoring | AI conversations, workflows, requests, runs and tool calls. Super administrator only. | AI Monitoring |
| Email Queue | Queue of email notifications about new tasks. | Email Queue |
| Processing Queues | Jobs in the scaling queues. Available only when queues are turned on. | Processing Queues |
| Scheduled Tasks | Tasks waiting to be started automatically and tasks that failed to start. | Scheduled Tasks |
| Usage Statistics | Monthly statistics of application usage. | Usage Statistics |
| System Status | Real-time status of the application, infrastructure, database and crons. | System Status |
| Maintenance | Turning on or scheduling maintenance mode. | Maintenance |
Application Management and Configuration
| Card | Purpose | Article |
|---|---|---|
| Crons | Automatically run jobs, their settings and run history. | Crons |
| Configuration | Application configuration parameters. | Configuration |
| Logs | Viewing application logs. | Logs |
| Migrations | Overview of data and configuration migrations. | Migrations |
| Settings | Company identification and other administrative settings. | Settings |
| Plugins | Installed plugins and their status. | Plugins |
| Sequences | Number sequences used in templates. | Sequences |
| Service Console | Administrative commands of the application. | Service Console |
| Service Operations | Bulk service interventions in cases and other objects. Super administrator only. | Service Operations |
| Scripts | Scripts shared between templates. | Scripts |
| Visual Identity | Colour scheme, logo and other appearance elements. | Visual Identity |
Content and File Management
| Card | Purpose | Article |
|---|---|---|
| News Management | News displayed to users. Only with the news manager role. | News Management |
Related: System Status, Maintenance, Getting Around the Interface