Steer by QuickReach Helpdesk
  • English
Go to website
Back
Articles on:Getting Started on Quick Reach
The basics of using Quick Reach apps from submitting forms all the way to approving submissions

Categories

  • Steer Site Materials Management
  • Steer Quality and Safety
  • Steer Design Management
  • Steer Projects
  • Steer Project/Task Management
  • Getting Started on Quick Reach
  • Get Started with No-Code
  • User Guides to Templates
  • FAQs
  • Solutions
  • Solution Template Installation Guides
  • Record Apps
  • Workflow Apps
  • Global Reports
  • Master Data Management
  • Mobile
  • Automation
  • External User Access
  • Product Updates
  • 3rd-Party Plugins
  • Troubleshooting
  • Company and User Settings
  • Subscription Details
  • User Type: Admin
    Understand the role of Admin user type as the primary account manager for your organization and its overall purpose on Steer.Few readers
  • User Type: User / Internal User
    Understand the role of Internal User as a normal user and the scope of its involvement in your organization and on Steer. Few readers
  • User Type: Builder
    Understand the role of Builder user type as the chief Solutions and Automation creator and its other capabilities on Steer. Few readers
  • Getting to know the Dashboard
    A description of the dashboard across the three User Types on Steer. Learn how to navigate your own dashboard with this overview.Some readers
  • Submitting a Case
    Submitting a case or form on SteerPopular
  • Reviewing Cases Assigned for your Approval
    How to approve, reject, or review a case on Steer before moving it to the next step.Some readers
  • Collaborating on Cases via Web
    Allow all users involved in a process to communicate via the Remarks section of the submitted case. Few readers
  • Viewing the Task Board
    Access the Task Board to view the status and location of cases in a particular Workflow.Popular
  • Viewing the Workboard
    How to view the list of cases assigned to you and take action to them via Workboard.Some readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023 Steer by QuickReach HelpdeskWe run on Crisp Knowledge.