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First steps in OneSoft Connect
My homepage
Layout in details
How to create tasks?
How to customize OneSoft Connect?
Basics
Datasheets
Items, records
Details - basics
Categories. What are they and why to use them?
Why to mark items as favorite and how?
Keeping business information
Project and program portfolio management
Asset management
Customer contracts
Keeping employee records and information
Customer Relationship Management (CRM)
How to keep information
How and where to store you data
How to keep information in sheets.
New record. How to create an item in a datasheet and to classify it?
Item details. How to edit records?
How to add picture to an item?
Work with datasheets
Datasheets - how to use them
Datasheet dashboard. What is it and how to customize it?
Batch change. How to add/edit details of more items at once?
Archiving. How to archive records?
How to create a connection? I need to interlink two items.
How to search information
System-wide search
How to use filters?
I need to see the items in a different order.
What options for business analytics: overview
How to collaborate with the team
How to manage tasks?
Activities. How to record a meeting, a phone call or repair of assets?
I need to share an item.
Notes. Where can I take notes? How do I share it?
Requests and polls. How to send a request? How to make my colleagues vote?
System administration
How to customize OneSoft for my company?
How to display your company's logo on your OneSoft login page?
User roles. How to manage access / rights restrictions?
How to set up multi-language environment?
How to create a work team/group? What is it good for?
Manage / administrate datasheets
Datasheet: settings
Datasheet: create, delete
How to delete datasheet
Item details: create, modify, deactivate
Detail formats
How access to information works
How the access and permission system works
Access to information in datasheets
Access to the tasks
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FAQ
Do I need to install Onesoft on my computer, tablet or phone if I want to use it?
Can I extend my Onesoft solutions or increase number of users on the way or do I have to buy everything at the beginning?
What if I want to try another solution?
What if I don't want to no longer use some of my solutions or sheets?
What if I need more or less users?
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Recent Articles
How and where to store you data
How to delete datasheet
Detail formats
Notes. What is it.