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Who This Track Is For

Use this track if you create work, update records, collaborate with teammates, and need to understand the day-to-day product flows.
  1. 00-getting-started/first-day-in-loopiq.md
  2. 01-navigation-and-workspace/understand-navigation-and-team-context.md
  3. 01-navigation-and-workspace/use-dashboards-and-filters.md
  4. 02-ideas/create-and-manage-ideas.md
  5. 03-itsm/create-an-incident.md
  6. 03-itsm/create-a-service-request.md
  7. 04-project-management/create-stories-tasks-and-issues.md
  8. 05-test-management/plan-design-and-execute-tests.md
  9. 08-administration/create-and-manage-forms.md
  10. 11-integrations-and-data/use-knowledge-management-and-document-search.md
  11. 06-compliance/manage-objectives-certifications-and-evidence.md
  12. 07-automation/create-an-automation-rule.md
  13. 14-analytics/analytics-platform-overview.md
  14. 14-analytics/create-metrics-custom-charts-and-dashboards.md

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What End Users Should Focus On

  • how to create and update work correctly
  • how to use forms and knowledge resources as part of daily execution
  • how team context changes what data is visible
  • how to use list, board, and dashboard views
  • how to comment, collaborate, approve, and follow status changes
  • how to create a chart or metric when a built-in view is not enough