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Work Portal Overview
Within the Atom Work Portal, users can view, edit, create, or assign work. Users can also download and export data from Atom.
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Top Ribbon
Top Ribbon
Create Work
Click the Create Work icon to create work.
Export Work
Click the Export Work icon to:
Download CSV
Export with Custom Columns
This will allow you to select the desired attributes within work, tasks, and forms.
Work Exports
Click the Work Exports icon to use previous customized work exports.
Forms
Click the Forms icon to view/create a new form.
Work Types
Click the Work Types icon to view/create work types.
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Filter
Filter
Select criteria to filter work.
Click Apply to filter information.
You can apply various filters (e.g., Date Range, Status of Work, Assigned Users, etc.).
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List View | Calendar View
List View | Calendar View
List View
Click on List to view work in a list view.
In List View you are able to identify and organize items by various attributes in an ascending or descending order.
Calendar View
Click on Calendar to see work displayed in a monthly, weekly, or daily calendar.
Work Portal Overview Video Tutorial
Work Portal Overview Video Tutorial
Note: For better video quality, Click the gear icon (settings) in the lower right corner, click quality, and click 720p. Video will adjust.
10-Desktop Work Portal Overview.mp4Report abuse