Translations of this page?:

Navigating in Feng Office

If you look at typical screen in Feng Office, you will see basically the following areas:

  • The header: With the Company name, the search box, and the System Settings
  • Navigation Panel: The left sidebar with clients, projects (Professional Edition), people, workspaces and tags.
  • The context area: It indicates what project, client, or workspace information you are looking at.
  • The content panel: With tabs and toolbars for each module (Tasks, E-mail, Documents, Calendar, etc.) at the top.

Main area

In the main area you get access to the information stored in Feng Office to read, edit, add or delete it. Using the tabs on top you select the module you want to work with. Within a module there are usually three different views:

  • List views are tables of objects of a certain type. For example, in the Notes module the list view presents all notes in rows and columns. Not every module has this generic form of a list view: The Calendar module uses a graphical representation of months, weeks and days to display events, and the Tasks module has a slightly different approach.
  • Detail views offer - hence the name - more details of one single record, and it gives you additional commands for editing a record.
  • Edit views consist of forms that allow you to edit all details of a single record. They are usually divided in subsections that can be made visible or invisible according to your needs.

Tabs and toolbar

The tabs on top of the main area are the main navigation element in Feng Office. Here you choose the information type you want to work with. The labels on these tabs give you a good impression of what type of information you have to expect.

There is a special tab called “Overview”. Think of it as the starting point or homepage of your Feng Office installation. The overview offers you a selection of the most important, most urgent or most recent information. You can call it a dashboard, if you like.

Depending on the tab you select you often get a toolbar right below the tabs. Clicking on a tool either executes a certain command directly, or you get a dropdown menu to select one of several options.

On the left side of the header, you see the name of the selected workspace (including the path of this workspace, similar to a breadcrumb navigation):

On the right side of the header you see the following:

  • the name of the currently logged in user
  • a logout link
  • a link to the administration panel
  • a link to the user account of the currently logged in user
  • a link to the online help (which will open this wiki in a new webpage)
  • the quicksearch field
  • the New button which allows you to create new objects of any type (regardless in which module you are currently working)

The left sidebar offers two different methods for filtering the information presented in the main area: workspaces and tags.

Selecting a workspace or a tag is as simple as clicking on it. Please note that you can select only one single workspace or tag at a time. To reset a filter simply click on All again.

You can use workspaces and tags simultaneously. Please keep in mind that these two filters will add up and narrow the results of your filtering process (like in a search that uses two search terms connected with a logical AND condition).

If you have a lot of workspaces or groups, you can even filter your filters by filling in the Filter workspaces… or Filter tags… field.

Please note that you can move the divider between the workspaces and the tags section to your needs. If you need more space on your screen, you can always hide the tags box or even the whole left sidebar by clicking on the arrow buttons.

To open the left sidebar, you have two possibilities:

  • To open it permanently, click on the arrow button itself.
  • To open it temporarily, click in the area below the arrow button.

The right sidebar has been removed in Feng Office 1.4. It was supposed to contain an online help system which was never implemented.

Discussion

PLEASE NOTE: Comments to the wiki should only contain suggestions and questions that help us to improve the manual (and not the software). These comments will be deleted as soon as the information has been integrated into the manual.

Posts that do not contribute to the DOCUMENTATION of the project will be DELETED.

Ask QUESTIONS on the product here.
Report BUGS here.
Propose NEW FEATURES here.


ana, 2009-11-04 10:49

Which is the difference between a workspace and a workgroup?

Martin Sauter, 2009-11-14 10:18

There are no workgroups, only workspaces. This was an error in the wiki. Thank you for your question, this error has now been corrected.

Rita Fadell, 2010-10-17 14:27

I created a workspace but when I try to assign a task in that workspace, I get an error message saying I do not have permission. I checked my permissions and all boxes are checked indicating that I have full administrator permissions.

When I try to upload a document in that workspace, I get an error message saying “you must choose at least one workspace to place the object, but I have a checkmark in the box of the workspace where I want to put it, so not sure what to do.

Any thoughts on what I am doing wrong with these two areas? Thank you!

Francisco Ponce de León, 2010-10-20 16:51

Where did that happen? I have just created a trial version installation from scratch and had no problem assigning tasks or uploading files.. Same goes with our demo version (demo.fengoffice.com). Greetings!

Rita Fadell, 2010-10-20 19:31

Francisco, thank you for responding! One of my colleagues helped me figure it out. He went into “users” and changed my permissions. I changed my permissions in the workspace but failed to changed the “user” permissions. Rita

Sam Fourie, 2011-06-22 19:31

Fantastic System….

Question ? Can the Overview page be modified to be laid out the way i want it ? ie.. move the note atop the list instead of bottom right hand side ?

Francisco Ponce de León, 2011-06-23 10:31

You may not move widgets to wherever you want, but you may choose which ones to enable by going to 'Account' > 'Edit preferences' > 'Dashboard options'

Enter your comment
 
navigating.txt · Last modified: 2013-02-27 18:06 (external edit)
 
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial-Share Alike 3.0 Unported


Terms of Service | Privacy and Security policies | Copyright © 2014 fengoffice.com