01
Open the login page
Users enter their email and password, then continue into the workspace assigned to their account.
User walkthrough
Learn the everyday request flow
A short visual tour for staff who submit requests, track work, search history, and manage their own notifications.
Chapter 1
Sign in
Start from the staff login page and land in the workspace.
Chapter 2
Review work from the dashboard
Switch between overview, board, table, calendar, and timeline views depending on the job.
01
Start with the overview
The dashboard summarizes open work and gives users fast paths into the requests that need attention.
02
Use the board for status
The board view groups requests by state so teams can quickly see what is waiting, active, or complete.
03
Use table view for scanning
The table view is best when users need dense request details, sorting, and quick comparison.
04
Use calendar view for due dates
Calendar view turns deadlines into a month plan so overdue and upcoming work is easier to spot.
05
Use timeline view for sequence
Timeline view shows how work is spread across dates when planning handoffs or upcoming load.
Chapter 3
Submit a new request
Create a request from a guided form with the details the team needs.
01
Fill out the request form
Users provide the request title, description, due date, and supporting information before submitting.
Chapter 4
Track request progress
Open a request to see status, comments, assignments, and the history of what happened.
01
Open the request detail
The request page keeps the current status, owner, priority, and activity trail in one place.
02
Review updates
Users can follow comments, field changes, and next actions without asking an admin for context.
03
Confirm completion
The same page shows later-stage progress so users can tell when work is ready to close.
Chapter 5
Find history and manage alerts
Use notifications, search, My Work, and settings to stay oriented.
01
Check notification history
Notification history gives users a single place to review recent alerts and status changes.
02
Search across requests
Advanced search helps users find previous work by status, owner, priority, due date, and text.
03
Open My Work
My Work keeps assigned and relevant requests close without requiring a full admin dashboard.
04
Adjust settings
User settings let staff manage personal preferences such as notification behavior.
FAQ
Walkthrough questions
Quick context for teams using this page as a self-guided demo or onboarding reference.
A short visual tour for staff who submit requests, track work, search history, and manage their own notifications.
Yes. The screenshot-led chapters are designed for self-guided onboarding and live demo preparation.
Next step
Walk through it with your team
Use these pages as self-guided onboarding, or request a guided demo and we will map the flow to your real request process.