Navigating the Platform


Boards Page

When you log in you’ll land on the Boards page. You will see a useful overview of the various states of your Boards.

Boards Page

Main Navigation

The main menu navigation is found by clicking this button at the top left corner of the window. When you click on it you’ll be able to view the main sections of the platform. When you hover over each section you can view the various sub-menus.

Main Sections of the Platform


Menus

Across the platform, a few techniques help you navigate each section easily. Most pages have various menus which contain different views and feature options. Some options may be inactive and only become active when interacting with objects on the screen. For example, the 'Comms' options on a Board only become active when one or more jobs are selected.

Active 'Comms' Menu

Toolbar

Some pages will also have a Toolbar. The Toolbar contains quick links to the most used features. Like menus, items in the Toolbar can be inactive unless the correct objects are selected. For example, the edit button will become active when you have a Job selected.

Edit Button

Popins

Most pages will also use Popins. Popins contain additional information or data about an object you have selected.

To navigate a Popin you can use the NEXT and PREVIOUS buttons to jump between the different Tabs. Or you can click on the Sub-Navi Bar from within that Popin and then select the tab you’d like to jump to. You exit the Popin by clicking the close button, the X at the top left of the Popin or clicking outside the Popin.

Pop In

To navigate a Popin you can use the NEXT and PREVIOUS buttons to jump between the different Tabs. Or you can click on the Sub-Navi Bar from within that Popin and then select the tab you’d like to jump to. You exit the Popin by clicking the close button, the X at the top left of the Popin or clicking outside the Popin.

Next/Previous Buttons and Sub-Navi Bar

Quick Links

At the top of the platform, you’ll always be able to see quick links to your most popular and recent Boards making them easily accessible. Whenever you open a new Board a quick link to it will automatically be added to the bar.

To remove a quick link hover over the quick link and click the cross that appears.

Quick Links

To remove a quick link hover over the quick link and click the cross that appears.

Remove Quick Link

Support and Notifications

Lastly, the two icons in the top-right are for Notifications and Help. Clicking on the Help icon opens up a box where you can chat with the Liveforce Support Team by clicking on Start Conversation. There is also an extensive Knowledge Base where answers to common questions can be found. You close the Help box by clicking on the down arrow.

Chat to the Liveforce Support Team by clicking on Start Conversation or view our extensive Knowledge Base for answers to common questions