Getting to know the Dashboard
Last Updated: November 26, 2021
After logging in on QuickReach, you will be directed to its Dashboard where you can see its features based on your user type or user type view.
Allows you to navigate Solutions and Reports that you have access to.
This is where all the cases you submitted are listed. You can also view the current status of your case(s) here.
The Worklist functions as your basic task list. This is where you can see all the cases assigned for your approval.
Lets you submit a case using the templates you were given access to.
User Guide: Directs you to QuickReach's helpdesk where you can browse for articles / documents to guide you with your concerns regarding the system.
Notification: Shows you all new and past notifications related to your tasks and case submissions.
Account Manager: Shows additional options, such as viewing your profile, the Knowledgebase, and the Log Out button.
More information on User / Internal User Type here.
Builders can switch to Internal User view here to monitor their tasks and submit cases.
Allows you to easily navigate through the Builder features, such as creating Automations and Reports.
This is where you can find all the solutions, and manage all the workflows, records, and datasets assigned in the solutions.
These buttons will direct you to the Solution Builder to build a solution, record app, and workflow app in one go.
Allows you to search for Solutions, Workflows, and Records.
More information on Builder Type here.
Admins can switch to Builder and Internal User view here to create and manage Solutions, monitor their tasks and submit case requests.
Allows you to easily navigate through the Admin features, such as managing User Access and and Subscriptions.
The Admin dashboard defaults to the Company Profile, which gives a quick glance to the entire organization
This buttons will direct you to the Solution Builder to build a solution, record app, and workflow app in one go.
More information on Admin Type here.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
After logging in on QuickReach, you will be directed to its Dashboard where you can see its features based on your user type or user type view.
1. User / Internal User Dashboard
1. Sidebar
Allows you to navigate Solutions and Reports that you have access to.
2. Case List
This is where all the cases you submitted are listed. You can also view the current status of your case(s) here.
3. Worklist
The Worklist functions as your basic task list. This is where you can see all the cases assigned for your approval.
4. Request Button
Lets you submit a case using the templates you were given access to.
5. User Guide, Notification, and Account Manager
User Guide: Directs you to QuickReach's helpdesk where you can browse for articles / documents to guide you with your concerns regarding the system.
Notification: Shows you all new and past notifications related to your tasks and case submissions.
Account Manager: Shows additional options, such as viewing your profile, the Knowledgebase, and the Log Out button.
More information on User / Internal User Type here.
2. Builder Dashboard
1. User view switch
Builders can switch to Internal User view here to monitor their tasks and submit cases.
2. Sidebar
Allows you to easily navigate through the Builder features, such as creating Automations and Reports.
3. Solution Management List
This is where you can find all the solutions, and manage all the workflows, records, and datasets assigned in the solutions.
4. Create buttons
These buttons will direct you to the Solution Builder to build a solution, record app, and workflow app in one go.
5. Search bar
Allows you to search for Solutions, Workflows, and Records.
More information on Builder Type here.
3. Admin Dashboard
1. User view switch
Admins can switch to Builder and Internal User view here to create and manage Solutions, monitor their tasks and submit case requests.
2. Sidebar
Allows you to easily navigate through the Admin features, such as managing User Access and and Subscriptions.
3. Company Profile
The Admin dashboard defaults to the Company Profile, which gives a quick glance to the entire organization
4. Create button
This buttons will direct you to the Solution Builder to build a solution, record app, and workflow app in one go.
More information on Admin Type here.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 23/05/2022
Thank you!