Page History

Open the Russian version

This section of the documentation is intended for users who use the SimpleOne solutions to facilitate and improve their daily workflows. Here is the workflow. It provides basic information about the SimpleOne platform . This section of the documentation library helps you understand the workspace and procedures available in SimpleOne and apply the platform's capabilities to tasks that you typically work on.

In the following articles, you will find a guide to working with the platform.

User Onboarding

User Interface

and the available procedures, as well as helps understand how the workspace is organized and how the platform capabilities can be applied to routine tasks.

The User Help is divided into the following articles describing how to work with the platform:

User Interface

Get acquainted with the product Get to know the interface, its main areas, including the navigation panel menu and the search barcapabilities. Learn how to set up your workspace.

Log In

Learn how to log in to the platform and change your password.

Lists

Learn more Find out about one of the layouts available layouts on the SimpleOne platform and how to interact with records through lists. Get to know Learn about the tool for filtering records on lists – the Condition Buildercondition builder.

Forms

Learn more Find out about one of the layouts available layouts on the SimpleOne platform, get to know and learn about the elements available on forms: sections, UI user interface actions, and the Activity Feed.

Reports

Discover the Report Designer – the tool for analyzing data, creating and customizing reports. With this tool, you can represent table data in the form of graphs and charts.

Work and Time Management

Familiarize yourself with the solution that helps to track time spent on specific tasks during a certain period of time.

Kanban Boards

Create kanban boards to visualize your workflow.

Self-Service Portal

Learn Get acquainted with the capabilities of the Service Portal, get to know its interface, and the available actions. Learn more about the user personal cabinet, the knowledge base, and the service catalog.

Mobile App

Discover the SimpleOne mobile app that allows you to perform routine tasks right from your smartphone.

Attachmеnts

Get to know the tool for analyzing data, creating and customizing reports. Use table data to visualize it in graphical chartsLearn how to upload, delete, and download attachments in the portal and agent interface forms.