Introduction to your Appward Workspace

Tuesday March 26, 2024-12 min read

Let’s get started 

 

When you log in, you’ll be greeted by a screen that looks similar to this.

 

This is your homepage. Let’s dissect the top area first.

Workspace caption – In Appward, a workspace represents the current portal you’re logged into. You can identify that portal with this title. Each persona has its own unique workspace. 

 

Search for app – You can type the name of the app you’re looking for in this search bar and hit enter to find it quickly. 

 

App categories – These are the different categories of apps. You can click on any category to open a dropdown of apps related to that category. Then, you can click on any app to launch it.

Current user – This is the persona that you selected to log in. You can click on the photo to view contact details.

 

Using the side dock

On the left side of your workspace is a set of buttons called the side dock. This section will cover what each button does.

 

App tray – You can view, launch and search for apps using different keywords and filters. You can select the specific tray such as Public or Workspace, the app category like Productivity or Quality and any additional keywords for narrowing down your search. You can click on any app icon to launch that app. 

 

Dashboard – The Dashboard is a hub for accessing your favorite apps, getting valuable insights and managing any pending approval requests. With everything neatly organized and easily accessible, the Dashboard helps you stay on top of your tasks and make informed decisions efficiently. 

As a manager, the Dashboard is incredibly helpful for managing Approval requests from employees. These can be accessed in the Approvals tab. 

 

Spotlight Search – You can search through the content of the entire platform with this feature. This includes any records, posts, notes and more.

 

Quick Add – This feature is used to quickly add reminders, calls, new contacts and more.

Here’s a list of what you can add.

 

Help – With this button, you can access all of the help documentation within Appward. This includes any user guides, Tours (step-by-step interactive guides) and FAQ’s regarding any topic.

Notifications – You’ll receive alerts anytime something important and/or related to you happens, and this is where you’ll find those alerts.

 

Additionally, you can click on the following button in the top-right corner to configure your Notification settings. You can choose whether you’d like the flyout to show upon receiving a notification, as well as whether you’d like to hear a notification sound. 

For a more detailed explanation of Notifications and how they are used throughout Appward, check out our “Notifications” article.

Forums – This is where you can find your personal conversations with your coworkers as well as public channels where larger groups can collaborate. You can add new forums by clicking the + New button in the top right, selecting the members of the forum and adding details including the name of the forum and whether it is private or not.  

There are three tabs of this feature. Let’s cover each of them.

• Subscribed – You can subscribe to different forums to quickly access them from this section. This makes staying in the loop as easy as possible.
• Chats – These are your direct messages, which are private forums where you are either the creator or a member. 
• Browse – Here, you can access all publicly available forums. With this feature, you can explore all of the important updates and activities taking place across your organization.

Things to do – You can add tasks for your own personal to-do list here. Click the + button at the top of this section to add a new task for yourself with a description, due date and optional reminder date to make sure you get a task done. When you’ve completed a task, you can check the Done box to indicate that you’ve completed it.

 

Reminders – Here is where you can track your reminders from different apps and people. In many Appward applications (as well as Things to do from the previous section), you can set reminders to complete different tasks. When the reminder date is reached, you’ll get notified in this section. You can track each reminder as well as add new reminders with this feature.

 

Uploads – You can view your recently uploaded files here. This list resets every day.

 

How to open an app

There are two ways to open an app.

 

1. Open through the top menu

Click on the category that the app belongs to and select it from the dropdown. For example, if you want to open the Boards app, click on the Productivity category and select Boards. 

 

2. Open through app tray

To open an app through the app tray, click the app tray button, then use any of the search filters to find the app you’re looking for. Click on it from the list to open it.

3. Search for app

You can type the name of the app you’re looking for in this search bar and hit enter to find it quickly.

 

Once you’ve opened an app, it will take up the entire screen and a tab will appear in the upper section. From here, you can click on the tab to minimize the app or you can click the x to close the app. If you have multiple apps open, you can rearrange the order of your tabs by clicking and dragging them.

 

 

How to get help for any app

Within every app is a Help button in the top-right corner. You can use this feature to open a help menu for that app which will include all guides, tours and FAQ’s from both Appward and your organization. 

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