NileDesk documentation

Log in, find your way around and learn the basics.

• Your first steps with NileDesk
• Navigating & using NileDesk daily
• Using NileDesk on mobiles & tablets
• Video tutorials

Create process flows and boards, and run them from the workspace.

• Build your first process flow
• Design a Kanban board
• Working inside the process workspace
• Create a process item
• Schedule a process
• Use ready-made QuickStart solutions

Design the flow, then automate work with tasks, emails and integrations.

• Flow designer & flow controls
• Process step types (input & approval)
• Update / insert data task
• Start a new item task
• Send automated emails
• Integration task (Slack, Jira, WhatsApp, REST)
• Connect with Zapier

Every field type you can place on a form, and how to validate input.

• Overview of fields & properties
• Text
• Number
• Date & DateTime
• Dropdown & multi-select
• Checkbox
• Radio buttons
• DataSnap
• DataLink
• User selector
• Picture & attachments
• Aggregate
• Serial number
• Labels & spacers
• Location
• Signature
• Field validation rules

Structured reference data that forms and processes read and update.

• Create a dataset
• Design a data entry form
• Import Excel / CSV data

Turn your data into documents, reports, charts and views.

• Design PDF templates
• Tabular reports
• Pivot reports
• Charts & graphs
• Data tags
• Filtered views

Organisation settings, users, groups and access control.

• Organisation account settings
• Adding & managing users
• Roles & permissions

Expressions, dynamic filters, the public API and AI agents.

• Expressions & formulas
• Dynamic filters
• Public API reference
• Create a WhatsApp AI agent