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📄 Understanding the Dashboard Layout

📁 Getting Started🌐 External
Symptoms

Users feel overwhelmed by the dashboard or cannot find key features.

Purpose

Explain the main dashboard components and navigation structure.

📄 Setting Up Your Profile

📁 Getting Started🔒 Internal
Symptoms

Profile picture not uploading or personal information not saving.

Purpose

Help users complete their profile setup including photo, bio, and contact inform...

📄 Inviting Team Members

📁 Getting Started🌐 External
Symptoms

Team invitations not being received or invitation links expired.

Purpose

Explain how to invite colleagues and manage pending invitations.

📄 Using Advanced Search Filters

📁 Product Features🔒 Internal
Symptoms

Search results too broad or not finding expected items.

Purpose

Teach users how to use advanced search filters for precise results.

📄 Creating Custom Reports

📁 Product Features🔒 Internal
Symptoms

Cannot generate reports with desired metrics or format.

Purpose

Guide users through the custom report builder interface.

📄 Exporting Data to Excel

📁 Product Features🌐 External
Symptoms

Export button not working or exported file is corrupted.

Purpose

Show users how to export data in various formats including Excel, CSV, and PDF.

📄 Bulk Editing Records

📁 Product Features🔒 Internal
Symptoms

Bulk edit option not available or changes not saving.

Purpose

Demonstrate how to edit multiple records simultaneously.

📄 Login Issues and Password Reset

📁 Troubleshooting🌐 External
Symptoms

Cannot login, password not accepted, or reset email not received.

Purpose

Help users resolve common authentication problems.

📄 Slow Performance and Loading Issues

📁 Troubleshooting🔒 Internal
Symptoms

Pages loading slowly, timeouts, or browser freezing.

Purpose

Diagnose and resolve platform performance issues.

📄 File Upload Failures

📁 Troubleshooting🌐 External
Symptoms

Files not uploading, upload stalling at certain percentage, or error messages.

Purpose

Troubleshoot file upload problems across the platform.

📄 Missing or Deleted Data Recovery

📁 Troubleshooting🔒 Internal
Symptoms

Data disappeared, accidentally deleted records, or cannot find previous work.

Purpose

Explain data recovery options and prevention measures.

📄 How to Create and Manage Tasks

📁 How-To Guides🌐 External
Symptoms

Cannot create tasks, tasks not appearing in list, or assignee not notified.

Purpose

Step-by-step guide for task creation and management.

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