Work Organization
This section brings together all documentation concerning personal organization and management of your workspace in Avanteam Process Suite.
Available Articles
Organization Tools
- Managing Favorites - Create and organize favorites for quick access to important records
- Using the Customizable Home Portal - Configure your dashboard to display relevant information
- Delegations - Manage delegations during your absences to ensure processing continuity
- User Preference Management - Configure your personal preferences to adapt the application to your needs
Overview
Work organization allows you to customize your Avanteam Process Suite environment to optimize your productivity. By configuring your favorites, home portal and preferences, you create a workspace adapted to your specific needs.
Delegation tools also ensure service continuity during your absences, guaranteeing that your tasks are handled by the appropriate people.
Recommended Reading Order
For optimal organization of your work, we recommend following this order:
- Start by configuring the customizable home portal to have an overview of your activity
- Create and manage your favorites to quickly access frequently consulted records
- Configure your user preferences to adapt the interface to your work habits
- Set up delegations to ensure continuity during your absences