todo4teams Manual  (Desktop Version)

This is the manual for the desktop version of todo4teams (Windows, Linux and MacOS).
For the manual describing the mobile app please click here.
You can find here a list of our tutorials.
The todo4teams FAQs

  1. Quickstart
    1. Starting and logging in
    2. Problems
    3. What and where?
    4. Finish Jobs
    5. Create a Ticket
    6. Naming conventions
    7. Tips and Tricks
    8. Job Alert
    9. Lists
  2. Introduction
    1. Todos - Jobs and Message
      1. Jobs
      2. Messages
    2. Skills
    3. Groups
  3. Role Concepts
    1. Roles of an Agent
    2. The Editor Role
  4. Installation and Start
  5. Creating Todos
    1. Creating Jobs
    2. Addressing
    3. Title and Description
    4. Scheduled End Time
    5. Priority
  6. Sending Messages
  7. Working with Incoming Todos
    1. Accepting
    2. Finishing
    3. Rejecting
    4. Details
    5. Confirming Messages
    6. Forwarding
    7. External Forwarding
    8. Inquiring
    9. Deleting
    10. Assigning
  8. Working with Outgoing Todos
    1. Updating a Job
    2. Archiving Todos
    3. Archiving all Todos
    4. Details / Controlling Messages
    5. Deleting
  9. Answering E-Mails
    1. Recognising E-Mails
    2. Specifics of E-Mail-Jobs
    3. Sending an Answer
    4. Email encryption and signing with S/MIME
  10. Inquiries
    1. Expert List
    2. Sending Inquiries to Experts
    3. Accepting the Expert's Answer
    4. Process description: Procedure of an inquiry in detail
  11. Forms
  12. Histories
    1. Check Histories
    2. Adding Jobs to a History
  13. HTML Editor
  14. Profile
  15. Series
  16. Team
  17. Archive
  18. Settings
  19. Administration
    1. User
      1. Create or Copy a User
      2. Edit a User
      3. Delete a User
    2. Divisions
      1. Create or Copy a Division
      2. Edit a Division
      3. Delete a Division
    3. Groups und Skills
      1. Create or Copy a Group/Skill
      2. Edit a Group/Skill
      3. Delete a Group/Skill
    4. Configuring E-Mail Boxes
      1. Create or Copy E-Mail Boxes
      2. Update E-Mail Boxes
      3. Delete E-Mail Boxes
      4. Receive Action
      5. Creating Receive Scripts
      6. Example of a Receive Script
      7. S/MIME - Verschlüsselung und E-Mail-Signatur
    5. SMS-Boxes
      1. Create or Copy SMS-Boxes
      2. Delete SMS-Boxes
      3. Receive Action
      4. Create a SMS-Box-Script
      5. Example for a SMS-Box-Script
    6. Text Modules
    7. Web Services
    8. RESTful Webservices (todo4teams as a REST server)
    9. Consuming RESTful Webservices in todo4teams scripts (todo4teams as a REST client)
    10. Special data types in RESTful Webservice
    11. Forms
      1. Create or Copy a Form
      2. Working with the Forms Editor
      3. Working with Form Fields
        1. Determining the Fieldtype
        2. Layout Properties
        3. Colors
        4. Fonts
        5. Multiple Selections
        6. Categories
        7. Callbacks
      4. Form Scripts
        1. Activate Action
        2. Send Action
        3. Start Action
        4. Lock Action
        5. Close Action
        6. End Action
    12. Server Settings
    13. Expert-Module
  20. Script Events and Contexts
    1. Introduction to Javascript
    2. Helper Objects in todo4teams
    3. Methods of the Helper Object
    4. Methods of the Message Object
    5. Methods of the SMS Object
    6. Methods of the Form Object
    7. More Functions
    8. Use CSV Data
  21. Operating Instructions and Troubleshooting
  22. Changelog
     

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