The Homepage is the landing page you reach when you first log into Actionstep, this will contain the navigation bar at the top to see certain areas and features, there's also useful information on the homepage which I will go through below.
The Create Button
A powerful tool that lets you do stuff. Whatever you need to do you should be able to find it here. Whether it is wanting to write an email, put a file note against an action, creating a new matter. This is your first port of call. To learn more about the create button read here: The Create Button
This is a spot for you to put in your thoughts and notes. Got an idea, a general task that you need to do then type it in. So often you just have a thought that needs to be recorded, that's what your Scratchpad is for. For more information have a read here: The Scratch Pad
This will show you what has been happening in your database. You can see what you and other staff are doing and also see notifications when people assign tasks to you or when you get an email. TO find out what appears in the Recent Activity feed click here: Recent Activity Feed
Setup Checklist box
Found on the left hand side of the screen, this is a brief list of things to do to get your database functioning as it would if it was a live database. Click on one of the options to be taken to a page on how to do each task. Once you have completed an item on the checklist it will show as completed. Complete them all and the box will disappear from your view.
Getting Started box
Also found on the left hand side of the screen this is a good way to learn how to start using Actionstep. It covers off basic functionality like creating a contact and creating your first matter.
This will show the current month with today's date highlighted in blue. As you enter in appointments and meeting into your calendar you will see various parts of it highlight to show the meetings you have. Click on any day in the calendar to open your Actionstep calendar on that day.
A list of all your appointment today so you can see at a glance what you have on today. Clicking on an appointment will open it to give you more details.
Task Due Today
You and other Actionstep users can assign tasks to you. In this box you will see what needs doing today. Again, click on any of the listed tasks to see more details.
Time Records Today
A summary of the time records that you have entered for today. Clicking on any time record will open your time recording screen.