Getting Started - Start Up Guide

Welcome to TabLogs! This guide will help you hit the ground running and get the most out of our platform in no time

1. Introduction

Welcome to TabLogs!
We’re thrilled to have you as part of our community. TabLogs is here to help you streamline your workflows, collect accurate data, and simplify reporting. Whether you’re in the office or out in the field, we’ve got the tools to keep you moving forward.

This guide will help you:

Set up your account
Explore the platform’s key features
Learn tips to get the most out of TabLogs

You’ll be up and running in just 15 minutes. If you ever need help, our support team is just a message away, and you can always find additional resources in our help center.

Let’s get started!

2. Overview of the Guide

What’s Inside This Guide?
We’ve designed this guide to make your first steps with [Your Product] as easy as possible. Whether you’re brand new to the platform or exploring advanced features, this guide has you covered.

What You’ll Learn:

Getting Started: How to set up your account and configure basic settings.
Navigating the Dashboard: A tour of the main features and tools you’ll use daily.
Your First Task: A step-by-step guide to complete your first project or task.
Advanced Tools: An overview of features you can explore to streamline your workflow.
Help & Support: Where to find answers and get assistance when you need it.

3. Quick Start Checklist

Get up and running with TabLogs in just a few steps:

Create your account: https://knowledge.tablogs.com/en/article/managing-usersstaff-accounts-y8uw8b/
Download the Field App: https://knowledge.tablogs.com/en/article/download-the-field-app-v6k8a/
Create your first project: https://knowledge.tablogs.com/en/article/creating-projects-1h1izfy/
Access help and support: https://knowledge.tablogs.com/en/

4. Navigating the Platform

Understanding the layout of TabLogs is key to using it effectively. This guide will help you familiarize yourself with the core sections of the platform so you can get started confidently.

Dashboard Overview
When you log in, the first thing you will see is the Dashboard. This is your central hub for all activities.

Key Sections of the Dashboard:

View and Manage all projects.
See updated project status activity.
Access Settings, Assets and Databases.

Projects Tab

The Projects Tab allows the user to view the projects in five different views, List, Card, Calendar, Map and your Archived Projects



Project Page

The Projects Page is your central hub for managing all your field data. Here's what you can do:

Access Field Data: View and organise all the data collected during fieldwork.
Edit Data: Make updates or corrections to existing entries directly from this page. https://knowledge.tablogs.com/en/category/web-application-tnjwxb/
Edit Templates: https://knowledge.tablogs.com/en/article/log-report-template-builder-t8lecv/
Print/Download Reports: https://knowledge.tablogs.com/en/article/exports-egiyv7/

Settings Page

The Settings Page is where you manage and customize your account and platform features. Key options include:

Integrations: Connect with other tools to streamline your workflows.
Manage Your Account: Update personal information, preferences, and security settings.
Manage Your Team: Add, remove, or update team member roles and permissions.
Manage Invoices: Access billing details, view past invoices, and manage payment methods.
Create and Edit Log Configurations: Customize and adjust log configurations to align with your companies needs. https://knowledge.tablogs.com/en/article/log-configurations-tngydb/

This page gives you full control over your account and platform settings to ensure everything runs smoothly.



5. Support & Next Steps

Support

We’re here to help you succeed! If you need assistance:

Visit our Help Center for FAQs, guides, and troubleshooting tips: https://knowledge.tablogs.com/en/category/faqs-oo8cra/
Contact our Support Team via help@tablogs.com or via our live chat support (found bottom right)

Next Steps

Now that you’re familiar with the platform:

Start your first project or task using the tools outlined in this guide.
Explore advanced features to enhance your workflow.
Share feedback with us—we’re always improving and love hearing from you.

Thank you for choosing TabLogs! This guide is designed to get you started, but we’re here to support you every step of the way. Remember, the platform is flexible and grows with you—feel free to revisit this guide or reach out for help anytime.

Ready to dive in? Log in to your account and make your first move toward seamless productivity!

Let’s get started!

Updated on: 16/01/2025