• Starting Web Client
  • Logging in
  • Logging out
• Overview
  • Planon ribbon
    • Help menu
    • My account
  • Navigation panel
  • Homepage
    • Gadgets
      • Configuring gadgets on the home page
• Tablet users
  • Getting started
  • Web Client menu
  • Basic navigation on a tablet
    • Elements panel on a tablet
    • Data panel on a tablet
    • Action panel on a tablet
• Standard features
  • Selection bar
  • Elements panel
    • Element hierarchy
    • Footer bar
  • Action on selection
  • Modify within selection
  • Data panel
    • Panel resizing
  • Uploading a file
  • Action panel
    • Copy
    • Delete
    • Change element type
    • View status flow
• Searching / filtering
  • Search operators
  • Filter types
    • Using search operators
  • Using filters
    • Using the date-time filter criteria
  • Date-time operators
    • Toggle a filter on/off
    • Adding an AND/OR filter
    • Using the AND/OR filter
    • Grouping filters
  • Relative filters using macros
    • Relative date-time filters
    • Primary and secondary arguments
      • Special relative filters
  • Editing a filter
  • Copying a filter
  • Previewing changes in the existing filter
  • Deleting a filter
• Communication logs
  • Communication logs - reference date
• Reporting
  • Saving reports
  • Save options for reports
  • Exporting data to XLS / XLSX
  • Previewing & printing reports
  • Report settings
• Archiving element(s)
• Field types
• Self-Service – an Introduction
• Shortcut keys

Starting Web Client

Shortcut keys