Getting Started

To Start using NileDesk , please visit https://app.niledesk.com. NileDesk is built using mordern webassembly technology, so it is recommended to use the latest version of the browser. On first visit page will take few extra seconds to load, as it will download the required files to run the application however it will load on normall speed during consecutive visits .

Upon visiting the application, the first page you encounter is the login page as shown below.

NileDesk Signin require 3 inputs:

Organization ID: This is the unique identifier for your organization. and created during Registration of NileDesk Accounts
User Id: User Id is the email address you used to register with NileDesk.
Password: Password for NileDesk User account.

After entering the required information, click the Login button to access the system.
If you have forgotten your password, click on the Forgot Password link to reset it by providing your registered email address.

NileDesk Main Menu

After logging in, you'll be directed to the home screen of NileDesk.
NileDesk is desgined to have a simple and easy to use interface. The main menu is located on the left side of the screen, and it contains the following sections:

Inbox: by clicking on this you can see all the tasks assigned to you.( of any type of process) , if no task is assigned to you it will be empty.
My Docs: by clicking on this you can see all the documents you have created in NileDesk , by default it will be empty if you have not created any document.
Activities: by clicking on this you can see all the activities on different processes you have performed, like processing a task, approving a task, rejecting a task etc.

Templates: by clicking on this you can see all the templates you are authorized in NileDesk , by default it will be empty if there is no template authorized to you yet..
Users: This section is only visible to the users who have the Account Admin rights, it contains all options to create new users and manage (create , Activate , Reset Passwords , Groups Management etc.) existing users for NileDesk organization.
Settings: by clicking on this you can see all the NileDesk settings applied for the NileDesk Organization, This section is only available to admins of NileDesk.

Below is a typical view user have after login once there are documents/ processes available in NileDesk:
Listed process in each section (Inbox, My Docs, Activities) are marked differently by color codes to easily identify the status of ongoing process , user can click on any process to start working on it.

All Sections (Inbox, My Docs, Activities) on each item have Icon for TimeLine to view the process timeline (its history of steps and activites performed on it).

Inbox

In the Inbox, you'll see tasks assigned to you. Click on a task to begin working on it. below is a typical view of Inbox when there are different tasks assigned to user.

On each section (Inbox, My Docs, Activities) user can use different filters options available on top right like filter by document type, by status, by assignment/creation date etc. and can also change the order of the list by clicking on the arrow next to the date.)
By clicking the name of the process user NileDeks will open the process form and user can start working on it.

My Docs

In My Docs, you can view all your documents along with their creation date and status. including, you have the ability to access the step timeline for each document. While draft documents can be processed and edited, others are presented as per their status , if any document step is assigned to user who clicked it , then NileDesk present document in Edit Mode to start working on it , in other case if user is authorized to view document only then it will open document in read-only mode.

You'll find the same process options as those seen in the Inbox.

For My Docs page, you can use three types of filters:

Document: To filter tasks for a specific document.
Status: To filter tasks based on specific statuses such as draft, active, completed, cancelled, or rejected.
Creation Date: To filter tasks based on specific date ranges like today, yesterday, last 7 days, last 30 days, or last 60 days.

You can change the order from ascending to descending or vice versa for the date by clicking on the arrow next to the date.

Activites

In the Activities page, you can review all the steps assigned to you and your corresponding activities—whether accepted, rejected, or processed. However, you can only view the activities here; processing or opening them is not permitted in this section.

For Activites page, you can use three types of filters:

Document: To filter tasks for a specific document.
Activity: To filter tasks based on specific activity such as submitted, processed, approved, rejected, or sendback.
Assignment Date: To filter tasks based on specific date ranges like today, yesterday, last 7 days, last 30 days, or last 60 days.

You can change the order from ascending to descending or vice versa for the date by clicking on the arrow next to the date.

How to use Process in system

Each Process either listed in Inbox or My Docs and be opened by clicking on its name , once clicked it open the process form as below.

For an input step, use the "Process" button to submit your response after the inputs required and in an approval step, you'll find "Approve" and "Reject" buttons for processing your repsonse.

The transfer assignment button allows you to transfer your document to another user.

The cancel button will terminate the ongoing process.

The Data History Log button on top right side will displays when and by whom each field was changed, along with the new values.

The Print icon allows you to print your document.

The Timeline icon provides the status of steps, indicating the assigned user, the user who processed the step, and the timestamp of the action.

Note: You can control all these options while designing the form.

Create New Item

In the sidebar, you can find the "Template" option. Clicking on this will navigate you to the corresponding page.

Clicking on the "Create Template" button will prompt a dialog where you can input the name and description of your template.

After entering the name and description, a new dialog will appear allowing you to design the form by dragging and dropping fields.

To create a process, follow these steps:

Start by navigating to the Process section.
Click on the "+" icon to create a new process template.
Enter the name and description of your template.
Once the template is created, you'll be prompted to design the form by adding fields.
Drag and drop fields onto the form according to your workflow needs.
Once the form is designed, proceed to define the workflow by adding steps, branches, and tasks.
For each step, specify the actions to be taken, such as assigning users or groups, setting conditions, and defining outcomes.
Continue building the workflow until it represents your desired process.
Preview the process to ensure everything looks correct.
Finally, publish the process to make it available for use.

See detail, How to create process

Data Change Log

The Data Log shows when and by whom each field was changed, along with the new values.

Print Form

Clicking on the print icon will open the process form in printable view where by clicking on print icon you can print or save the form as pdf etc.

Timeline

The Timeline includes the step name and the time it was assigned. It displays the assigned users and, if the step is processed, it shows when and by whom the step was processed. Additionally, it indicates whether the step was approved, completed, rejected, skipped, or is currently active.

Change Password

To change your password, click on your profile icon in the top right corner.

Choose Chang Password from this menu.

Enter your new password twice in the new dialog, and click Change Password to update it.

Delegation

To delegate your user, click on your profile icon in the top right corner.

Choose Delegate User from this menu.

In this dialog, you'll need to enter the name of the user to whom you're delegating tasks, as well as the start and end dates for the delegation period.

Any items that were supposed to be assigned to you will now be assigned to the delegated user during the delegation period. During this time, those items will not be accessible to you.

Access Through Mobile

NileDesk is designed to be responsive and mobile-friendly. You can access NileDesk from your mobile device by visiting https://app.niledesk.com in your browser. it will open the mobile layout of NileDesk as shown below.

In the mobile layout, certain features like creating, designing, and managing folders may not be available.

However, we can process our task.

Sign in to NileDesk