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 Design Management
  • Steer Work Plan
  • Steer Site Inventory Management
  • Steer Quality and Safety for Developers
  • Steer Quality and Safety for Contractors
  • Steer Projects
  • Steer Site Materials Requisition
  • 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.Some 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.Very popular
  • Submitting a Case
    Submitting a case or form on SteerVery popular
  • Reviewing Cases Assigned for your Approval
    How to approve, reject, or review a case on Steer before moving it to the next step.Very popular
  • Collaborating on Cases via Web
    Allow all users involved in a process to communicate via the Remarks section of the submitted case. Some readers
  • Viewing the Task Board
    Access the Task Board to view the status and location of cases in a particular Workflow.Very popular
  • Viewing the Workboard
    How to view the list of cases assigned to you and take action to them via Workboard.Very popular

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email

© 2022 Steer by QuickReach Helpdesk

We run on Crisp Knowledge.