Using the application

Android application will be available from the Google Play store.

Here is list of articles about using individual functions of CDESK using the mobile application. Click the links below to scroll down to the chosen article:

 

 

Logging in

After you open the application, you will be requested to enter your credentials to log into CDESK. 

Server - Enter the server your are connecting to, it is the same URL you use for logging into CDESK in your browser

Username - Your account login

Password - Enter the password associated to your login

You can check the Remember me checkbox to save the server and username fields so you do not have to fill these fields again next time you will want to log in.

Click the Login button to proceed.

Mobile application login screen

Default screen that will be shown after logging in is reqest list containing open requests associated to your account.

 

Requests

You will see your open requests right after you successfully log into CDESK. If you want to see reqeusts of other operators(if you have permission to view them), completed requests, or those that have not yet been synced with cdesk server, navigate to menu by swiping your finger from the left side of the screen to the right or by clicking the menu button as shown in the following picture.

Opening the menu

When the menu is shown, click the Requests and choose what type of requests you want to view.

Choosing the request type to view

After selecting the type, list of requests will be shown. Each row contains basic information about request (name, description, company, solver, status, completion deadline), simillar to the web version of CDESK. 

Request list containing all open requests

You can create new request by clicking the orange "+" icon at the bottom of this page. You will be asked to choose request type (Regular, internal, hidden) and formular for creating new requests will be shown. 

For additional information about an existing request, open the request`s details page by clicking it from the list. Scroll down to find the completion and response deadlines, priority, status and some other information about your request.

Request`s details page

You can assign the request to an existing deal or change the existing assignation in Advanced tab. You can also change the request type to internal or hidden, or add devices from the predefined list.

Advanced settings of request

 

Use the Discussion tab to view or enter discussion posts. Just like in CDESK web, you can enter two types of posts - normal discussion post and message for solvers. Just click the corresponding button, choose the recipients of the message, type the text and click the Send button. You can also attach a file to discussion post.

Discussion in requests

When somebody writes a discussion post to the request where you are set as a solver, you will receive a notification message to the notification bar. Clicking the notification will open the messages window. The message contains information about the sender, request name and id, date and customer.

Notification messasge

For accessing another functions of requests, click the Other tab. You can view all tasks, proposals, fulfillments, devices associated to request or you can open the calendar with all recorded events.

Other tab in request

When you have the request open, you can use icons at the bottom. Always use the Save icon to confirm any changes. Another icons can be used for creating a fulfillment or new task. The arrow icon is equivalent to the back button on your device.

Request icons

 

Cases

You can view cases by clicking the Cases row in the menu.

Cases in menu

A list of existing cases will be shown. Use the icons at the bottom to Create new case, refresh the list of cases, enter the settings menu or view additional options. 

List of existing cases

View the details of an existing case in the list by clicking it

Case details

 

Tasks

Open the tasks list by clicking the Tasks row in menu. You can choose from your open tasks, all open tasks or all tasks.

Tasks in menu

Corresponding list of tasks will be shown. Click any of the tasks to show additional information about them or use icons at the bottom add new task, refresh the list or enter application settings.

When creating new task, you will go through the same process as if you were creating the task in CDESK web. You will be asked to choose task type (Simple Task, Meeting, Note). Fill in the details, set the link to other objects if you need to and click the Save button at the bottom.

Creating new task

 

Customers & Contacts

You can view all customers by clicking "Customers" in menu. You can view and edit infomation about them(if you have the permission) by clicking the customer from the list. Switch to the Contacts tab to show their main and other contacts which can also be edited using mobile application. You can use the "+" button at the bottom to add new customer. A formular for creating new customer will be shown.

List of existing customers

To view all contacts in CDESK, click the Contacts in menu. A list of existing contacts will be shown. Each entry contains basic information about the contact, such as name, e-mail address, phone number customer it is associated to, and other information(if entered). Click any of these contacts to open formular for editing where you can change existing or add new details about chosen contact. Use the "+" Icon to add new contact to the list.

Contact list

 

Adding new fulfillment

There are two ways of creating new fulfillments: Create it directly from the request. Such fulfillment will be automatically associated with the chosen request. You can alternatively create it from the meny by clicking "Add new fulfillment".

Adding new fulfillment from the menu

A list of days in current week with the number of associated fulfillments will appear. Use the arrows to browse through the weeks to find the day you want find. If you want to view, edit existing or create new fulfillment, click the 'pencil' button at the right of each row. 

Viewing fulfillments

A list of existing fulfillments will be shown. Click one to open editing formular where you can change it or click the 'Clip' icon to create a new fulfillment for that day.

Editing existing or creating new fulfillment

Fill in the fields in the creation/editing formular and click the Save icon to confirm changes.

Creating new fulfillment

 

Calendar

You can enter the calendar by clicking the last row in menu.

Calendar in menu

A small calendar with and overview of the month will appear. You can browse through the months by clicking the arrows next to the month name. Days containing some deadlines or other events are marked with a small square next to the date. 

Calendar - monthly overview

If you want to view what events are associated to those days, simpli click the day and more detailed view containing the event description will be shown. Click the event to open further details about it.

Event in day overview

 

Settings

You can access the settings menu by clicking the settings icon at the bottom of your screen. It is accessible from the list (requests, tasks, cases, customers..)

Settings icon

After clicking the icon, a settings windows will be shown.

  • Button Check updates - click this button to open CDESK page in google play store to check for updates.

  • Last synchronization - This field contains date and time of last synchronization. This field is not editable

  • Button Synchronization stats - Click it to open a pop-up window containing detailed information about what has and what has not been synced yet.

  • Additional checkboxes to distinguish request types by colors and to show CDESK icon in status bar when the application is running

Settings formular

You can access additional options by clicking the last icon the bottom bar.

  • Log out - choosing this option will cancel your current session

  • Sort - This will open a new window with many options for sorting the list of requests, tasks... (Ascending, desceding order, by completion deadlines, by entry time and other options)

  • Filter - You can filter the list the same way you can in CDESK web (by solver, customer, date, priority...)

  • Window 1 & 2 - This feature allows you to have two different windows open, equivalent to two tabs in your browser. Window 1 is default after you log in. Wherever you are in the application, when you switch to another window, your current page will be saved and you can load it back simply by switching back to that window.

Additional options