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Overview

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Introductory note​

There are basically two kinds of Cotalker users:

  • End-users: use Cotalker to plan, execute, and communicate information.
  • Administrators: Also known as admins, build arbitrary workflows and processes.

The Basics section contains everything an end-user needs to know (basic tools and graphic user interface). First-time admins will also benefit from this section.

For Admins:

For more in-depth information for administrators, please refer to the Admin Docs section.

Table of Contents​

  • Basic Concepts / Glossary: introductory notes on the fundamental concepts you will encounter in the Cotalker environment

  • Accessing the Platform:

    • System Requirements: minimum and recommended requirements for using Cotalker on your computer or mobile device.
    • Logging In: standard procedures for logging into the different platform versions: web client, Android, and iOS.

  • User-Interface Basics

    • User-Interface Layout: overview of platform seccions: Main Menu, Tool Bar, Groups Panel, and Channel Workspace
    • Main Menu Bar: general description of the options available on the main menu
    • Tool Bar: overview of search tool and contact button
    • Groups: explanation of groups, group types, and the tools found in group panel.
    • Channels: discover the wide range of actions that can be taken from the channel workspace

  • Basic Tools

    • Search Tool: search for users, tasks, channels, properties, and actions
    • Actions Button: create tasks, channels, and link to URLs
    • Surveys: learn how to fill out surveys and their main functions
    • Tasks: view and interact with tasks
    • Database: see how asset types organize information
    • Dashboard: view company data on dashboards created with Metabase
    • Reports: view answered surveys using display filters