TaskFlow Fundamentals

TaskFlow is organised into different applications. Each application has a purpose and you can easily switch between them by clicking on the App Switcher icon in the top left-hand corner of the screen. This will display all the applications currently installed. Click on an icon to go to the application.

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The control panel adapts to your needs, depending on whether you are viewing a list of records, editing a record, viewing a graph or printing a report. The control panel consists of a left part where you will find bread crumbs and create/import/edit/delete/print/action buttons. The right part consists of a search bar with search tools and icons for switching between different views. We explain more about searching and different views below.

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The left hand part of the screen is dedicated to the agent widget. The widget shows your current call, campaigns, call history, scheduled calls and anything else a contact centre agent might need. The agent widget will adapt to your current context and will display information and ask for input as the context changes.

Search views will always display (except on form views) and is a flexible way for users to find data and sort data.

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Typing in the search box will show a list of available options that will differ depending on the context and current view. Use the keyboard arrow keys to choose an option.

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There are predefined search filters that makes finding data easy. If a filter is not present in the list you can use the Add custom filter to search by any field in the database.

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Predefined group by's allow you to view your data in groups. The total number of records will typically displayed, along with sums or averages of integer and float fields. Group by's will change the layout of list views and kanban views and will affect the rows and columns of graph and pivot views. Similar to filters, you can use Add custom group to select any field in the database.

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You can add filters and group by's and whenever convenient save it as a favourite search view. Favourites can be stored only for the logged in user, or be available for all of the users on the system.

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TaskFlow uses different layouts to display data to the user. These are called views and you can switch between them depending on whether you want to view many records, one record or pull a report.

Locate the view switcher underneath the search bar in your control panel. It looks something similar to the screen shot below:

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Generally speaking, there are six types of views you will come across:

• Form view (displays a single record)

• List view (displays a list of records)

• Kanban view (displays record cards)

• Calendar view (displays records mapped to a calendar)

• Pivot views (displays your data in a pivot table)

• Graph views (displays your data in a visual graph)

A form view displays a single record together with all of its fields. By default the form view is read-only, i.e. only displaying the fields. If you want to edit the form view, click on the Edit button located just underneath the bread crumbs on the control panel. In edit mode, the fields can be changed. Once you are done editing the record, you can click on Save; also located just underneath the bread crumbs.

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Some records have special actions that launch wizards or print reports. If your form view is in read-only mode, these buttons will display next to the Edit and Create buttons, underneath the bread crumbs.

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