NileDesk
Platform
Solutions
FAQ
Pricing
Contact Us
Docs
Get Started
Get Started
Learn NileDesk
Explore NileDesk documentation. Or watch short
Video Tutorials
— just a few minutes each
Getting Started with NileDesk
Your First Steps with NileDesk
Everyday Use of NileDesk
How to Navigate & Use NileDesk Daily
Use NileDesk on the Go in Mobiles & Tablets
Designing & Managing Business Processes
Build Your First Process Flow
Design a Kanban Board for Tasks
Working Inside the Process Workspace
Create a Process Item
Schedule a Process
Use Ready-Made QuickStart Solutions
Process Steps & Task Automation
Design Steps Using the Flow Designer
Understand Different Process Step Types
Automatically Update Data
Start an Item Task
Send Automated Emails
Send Data to Other Apps via Integration Task
Connect NileDesk with Zapier for Automation
Datasets & Data Forms
Building a Dataset
Designing a Data Entry Form
Importing External Data
Reports, Dashboards & Insights
Designing Custom PDF Templates
Creating Tabular Reports
Building Pivot Reports
Visualizing Data with Charts
Data Tagging & Categorization
Creating Custom Views & Filters
Admin & Team Management
Managing Your Account Settings
Adding & Managing Users
Setting Up Roles & Permissions
Form Fields & Data Controls
Overview of Fields & Controls
Text Field Usage
Number Field Usage
Date / DateTime Field Usage
Using Dropdown & Multi-Select Fields
Checkbox Field Usage
Fetching Data with DataSnap
Linking Data Between Fields
User Selector Field Usage
File, Picture & Attachment Fields
Aggregate Field Usage
Serial Number Field
Using Labels & Spacers
Radio Button Fields
Location Field Usage
Capturing Signatures in Forms
Field Validation Rules
Advanced Tools & Integrations
Automating with Expressions & Formulas
Creating Smart Filters
Connecting via API
Top Use Cases
Support Services
Service & Operations Management
IT
Technology & Operations
Human Resource
People Management
Procurement
Workflow & BPM
Sales & Marketing
Growth & Engagement
Finance
Streamline & Optimize
Legal & Compliance
Risk & Policy Control
Construction & Engineering
Building & Infrastructure
Education & Training
Learning & Development
Healthcare & Life Sciences
Medical & Research
Government & Public Sector
Policy & Administration
NGO & Non-Profits
Social & Community
Real Estate & Property Management
Property & Assets