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 cust…
Dashboard
The user is redirected to the home screen immediately after logging in, or after clicking the "Home" icon. This screen can be easily customized for each user or reset to the default screen set by the…
Overviews
An overview is a list of process instances according to filters and other defined parameters. Within the overview, we find cases divided by individual processes. Overviews can also be divided by othe…
Case detail (Caseoverview)
From the case detail, you can perform actions on the case, view its history, variables, etc. The appearance of the case detail is adapted to the processes. To edit the appearance of the case overview…
Case - event
Events are closely tied to cases and are configured within process templates. They provide a way to control the flow of a case or process based on specific triggers. You can use events to either inte…
Tasks
An overview of all tasks in the application to which the user has access. A task that is already past its due date is marked in red (the task deadline is controlled by the process settings; if you wa…
Case notes
Notes are available for each case and anyone with visibility over the case can see and write notes The notes are sorted chronologically and include the date and time the note was written and by whom…
Documents
Documents related to a given case are available on the case/task detail. All documents to which the user has access are available in the left menu in the "Documents" section... Document attributes. E…
User settings
User settings can be found in the upper right part of the application, after clicking on the image with the user's name.. User menu. Name - If a user is set as a proxy for another user, it is possibl…
Favorites
The "Favorites" section allows you to quickly access your most frequently used screens. Simply click on the star icon on the desired screen and you can then access them instantly via the menu in the…
Table component
Each table can be filtered in all columns and filter operators can be set, and the table can be exported to Excel or CSV format... Table actions. You can find the actions in the lower right corner of…
