New 1CLICK Mobile App
Everything you need to run your business is now in your pocket
We are proud to introduce our brand new 1CLICK Mobile App designed to make your daily work with tasks, contacts and business processes as simple as possible, even on the go.
Intuitive controls, familiar environment
The new mobile version faithfully follows the philosophy of 1CLICK – speed, clarity and simplicity. At first glance you will recognize the familiar modules:
- Dashboard – shows you the most important things as soon as you launch the app. Each user can customize what they want to see:
-
- Profile and personal information
- Last open records
- Who is currently active in the system
- Statistics of your and system activity (e.g. number of tasks, comments, time spent…)
- Overview of all tasks:
- Today’s
- after the deadline
- project tasks
- Entered
- that I’m supposed to solve
- Contacts with recent activity
- Tasks – solve, submit or check tasks from anywhere. Filters such as “Today’s Tasks”, “Overdue” or “I’ve Assigned” are immediately at hand.
- Processes – track business cases, invoicing or internal workflow. Each process shows status, time, assigned owner and contact.
- Contacts – a complete database of companies with company IDs, emails, phone numbers and direct links to processes and tasks.
Real-time overview you can see instantly
- who is currently active in the system,
- what tasks you have to deal with today,
- which business cases are being worked on,
- how much time has already been spent on a particular task or client.
MODULE: Dashboard
Overview for users
Dashboard is the default screen of the application. Each user can set what they want to see when they open the app. It contains several clear widgets that can be turned on and off as needed.
In the upper left corner there is a dashboard settings icon where the user can toggle what to display. Another option is to drag and drop from the left side of the screen.
Available widgets
Tasks
- Profile – basic information about the user
- Last open-tasks, contacts, processes. Click to see the specific item.
- Users | Currently active – who is online right now
- Statistics | User – displays records of time worked, number of tasks solved, number of tasks overdue, total comments written.
- Statistics | System – displays the currently active and total number of tasks, projects, processes and contacts in the system.
- Task Counts – information about the number of tasks a user has completed, including recent changes
- Today’s assignments | I have to solve-displaysa preview of the assignments with today’s deadline. When clicked, the item will appear
- Today’s assignments | I have entered-displays a preview of the assignments with today’s deadline. When clicked, the item will be displayed
- After deadline | I have to solve-displays a preview of tasks that were not completed by the deadline. When clicked, the item will be displayed
- After deadline | I have entered-displays a preview of the tasks that were not completed by the deadline. When clicked, the item will be displayed
Projects
- Project tasks | I have to solve – shows a preview of project tasks
Contact
- With recent activity – shows a preview of the contacts that were last worked with
How to set up and use the Dashboard
Access to the dashboard
Click on the Dashboard icon in the bottom bar. The current view with the selected widgets will be displayed.
Another option is to drag from the left side of the screen.
Customizing the display
Click on the Dashboard icon in the top left corner. Here, tick the reports you want on your home screen.
Status and activity monitoring
-
- See who is currently active.
- Keep track of what you have to deal with today or what’s overdue.
- Get a quick overview of recent activity without having to search through modules.
Benefits of a customizable dashboard:
- Each user sees only what they really need
- Ideal for a variety of roles – salespeople, project managers, executives
- Save time navigating the application
- Ability to react quickly to changes and challenges
➕ Quick Action (bottom right), allows you to quickly enter:
Future plans
- New task
- New process
- New contact
Module: tasks
Comprehensive management of personal and team tasks from anywhere
The Tasks module allows the user to quickly and clearly work with all tasks assigned to him or his team. It is fully optimized for the mobile environment and offers quick access, filtering and immediate action.
Dragging from the left edge of the screen will display folders, just like in the desktop version:
- To pick up
- I’m supposed to solve
- I typed in
- Should I accept
- I solved
- I note
- Deferred
- All open
- Archived at
A number is displayed next to each name, indicating the number of tasks in that area.
Clicking on the appropriate box (e.g. I have to solve) will open a list of all tasks.
Each task in the table shows:
- Task name
- A process or project icon if the task is associated with these modules
- Assigned solver
- Deadline for completion
- Green dot if there is any change on the task
- Status (coloured icon)
Task detail
Clicking on a specific task will open its detail, which includes:
- Task assignment including description
- Solver and Contracting Authority
- Completion date
- List of comments and attachments
- Option to mark a task as solved
- Option to add a comment or attachment
- Time information (if tracked)
➕ Create a new task
- Click on the floating + button in the bottom right corner
- Fill in:
-
- Task name
- Deadline
- Solver
- Description
- Optionally linked to a process or project
- Save by clicking on the Create button
Key benefits
- Instantly filter tasks by role and status
- Quick access to comments and solutions
- One-click operation – suitable for everyday use
- Optimised for mobile – no unnecessary steps
- Tasks linked to processes and projects
Module: processes
Control over company procedures, anytime, anywhere
The Processes module in the 1CLICK mobile app allows you to easily monitor, manage and perform repetitive business activities directly from your mobile phone. This gives you a clear overview of where things are, who’s in charge of what, and what needs to be done next – even when you’re not in the office.
The Processes module can:
- View individual process steps – you can see what stage the process is in
- The ability to approve, move and comment on actions – directly from your phone
- Overview of responsible persons and deadlines – you know who has to do what and when
- Notification of changes and tasks – you won’t miss a step
- Automated workflow – processes run according to preset rules
- Connection to tasks, orders or documents – everything is linked in one environment
- Secure access by permission – everyone sees only what they are authorized to see
Typical use cases include business case processing, invoice approval and other processes.
Overview of processes
Click the Processes button in the bottom bar. A list of running processes is displayed.
The table shows the processes that you have permissions to. Click on an entry to open the process detail. If the process is running, e.g. not in a waiting state, there will be a link to the process task in the detail. You can then control this task as on a computer.
Clicking on this Running button in the top left will display an overview of all your processes. Where you can choose what you need at the moment.
Clicking on the selected process area displays a list of the processes.
➕ Create a new process (bottom right - New process)
In the Menu, select the appropriate process from the list of processes by clicking on it. The form for the process is displayed.
Fill in the required fields.
After filling in the form, approve it with the Confirm button or cancel the process with the Cancel button
➕ Menu in the process detail (bottom right), you can:
- Change the term
- Cancel the process if you have permission to do so
Example of using the Contacts module
Module: contacts
Everything about your clients in one place
The Contacts module allows you to keep all your important business contacts close at hand – clearly, quickly and securely. Whether you’re on the road, in a meeting or working from home, you can easily find essential contact information.
What he can do:
- Search for contacts – by name, company or phone number
- Direct call or email – from the contact detail with one tap
Create a new contact
Click the floating New Contact button (bottom right corner)
- Fill in:
-
- Name
- ID NUMBER/RN
- TAX ID
- Authorised persons
- Fill in the marks
- Save by clicking the Confirm button
➕ Modification of an existing contact (when changing address, phone, etc.)
Click on the contact to open the contact detail
- Click on the floating + button (bottom right corner)
- Edit the relevant entry:
-
- Name
- ID NUMBER/RN
- TAX ID
- Authorised persons
- Fill in the marks
- Save by clicking the Confirm button
You'll love the 1CLICK mobile app because:
- the control is adapted to the mobile phone
- the same logic is used as in the web version
- enter a task or contact in seconds
- you have a perfect overview anytime, anywhere
- customize the dashboard
