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Table of Contents

Information

Quick Board Access

This is where your favorite boards are saved. These favorite boards will appear in this board on any page within VIA for easy access. To add a board to this list open the board and click on the star at the top of the board screen. To remove the board from the favorites list deselect the star on the board. Conversely, in the home screen, when you mouse over a board, a star will appear in it's top right corner. Click the star to add it to your favorites.

Your Boards

Category

Categories are ways to group the boards together in a way that is meaningful to your business and can be used to easily sort boards between one another. You can hide or show categories by clicking the gray category bar or by clicking "Expand All" or "Collapse All".

Boards

A board is a container that stores lists and cards. Each board will store one type of card such as Drivers, quotes or orders. You can see the type of board with the icon that is visible on the lower right side of the board. You can drag boards within the group to reorganize them and you can drag a board to a different category altogether if required.   Click on a board to start viewing a board. 


User Account Access

Click your account name or avatar in the top right corner to gain access to user settings or admin settings if you are an admin.


Slideout Menu

The slideout menu appears on the left side of the  VIA® screen. The options on the bar may change depending on which area of  VIA® you are accessing at a given time. The list below will display the different types of menu options available in the slideout menu:

  •  Tools - This is available throughout the system; however, the tools that appear may change depending on the board you are viewing. You can find tools such as quick quote, mile calculator, segment builder (available in the order type boards)
  • Conversations - This menu item is available throughout the system. Clicking on this menu item will allow you to start and view existing conversations.
  • What's new? - This item is available throughout the system and will display any new features that have been released in VIA®
  • Filters - This menu item is only available on the slideout when you are viewing a board. You can create a filter, save and load filters and clear filters from this menu item.
  • Members - This menu item is only available on the slideout when you are viewing a board. This menu option will allow you to see any users who are members of the board. If you are a board administrator you can also add new members to the board so that other users can see the board in their home screen.
  • Labels - This menu item is only available on the slideout when you are viewing a board. The menu option will give you the ability to create new labels and drag them to cards in your boards.
  • Templates - This menu item is only available on the slideout when you are viewing a board. If you have cards that you create often (recurring loads for example) you can save your card as a template and it will appear in this list. You can then drag the template back into the board and a copy will be made that you can then work with.
  • Activities - This menu item is only available on the slideout when you are viewing a board. The activities tab is broken into Comments, Operations and system activities.
  •  Archives - This menu item is only available on the slideout when you are viewing a board.
  • No labels