/
VIA Slide Out Menu

VIA Slide Out Menu

Throughout the system will have the option to utilize the VIA slide out menu. Depending on if you are looking at the home scree, board or individual card, the options may be different. This is true for different types of boards as well. There are some side bar menu items that stay consistent throughout your usage of the program. Lets take a look at the sidebar menu and some of the options within it.



Home Screen Slide Out Menu Options

Toolbox - In the home screen this slide out menu includes a Mile Calculator and Quick Quote

Conversations - You can start a conversation that would be a global conversation from the home screen. NOTE: Conversations can also be started within boards and within cards as well. For more information on conversations in VIA  click Here


What's New - If there are any new features or updates they will show up on the what's new section of the slide out menu

Board View Slide Out Menu Options

Depending on the type of board you are working with; the options in the slide out menu may change.

Standard Slide Out Menu Items

These menu items can be found in most of the boards in VIA

Filter - This option will allow you to filter down to specific records within the board.

Members - This option will allow you see members of the board. If you have the correct administrative rights you can also add members, remove members and change existing member rights.

Labels - This tool will allow you to create, and edit labels that can be attached to cards in the board you are viewing.

Templates - Any cards that are saved as templates will appear in this section. 

Activities - Any activites that happen appear on this section. The menu item is divided into three tabs: Comments, operations and system activities.

Archives - Cards that are dragged to the top of the VIA screen will move off the working board and into the archived card list. You can drag the cards in the achieved list back to the board if you want to activate them again

Toolbox -Each of the boards will have a toolbox item. The tools that are available may differ from board to board; however, some standard tools such as mile calculator and quick quote are available in most boards.

Conversations - This menu item allows you to start board level conversations, view your existing conversations and delete old conversations.

What's New - If there are any new features or updates they will show up on the what's new section of the slide out menu




Related content

Navigating a Trip Workflow
Navigating a Trip Workflow
Read with this
Boards Layout
Boards Layout
More like this
VIA® Mobile - Getting Started
VIA® Mobile - Getting Started
Read with this
Homepage Layout
Homepage Layout
More like this
VIA® Mobile - App Interface
VIA® Mobile - App Interface
Read with this
Viewing Boards
Viewing Boards
More like this