Basics

Familiarize yourself with the basic concepts and user interface elements.

Topic Details
My Work Manage your personal project assignments in the My Work module.
Search Use the system's powerful search options.
Grids and views Learn about the various grid actions.
Filters Learn about the different filters that can be applied to grids.
Favorites Save and share customized views and filters as favorites.
Forms and templates Customize your forms and create templates for reuse.
Collaborate Learn how to collaborate with other users.
User preferences Set your preferred language and other preferences.