Daily Operations Overview
Daily Operations covers all the tasks you perform regularly in Turbine to view, manage, and work with your data.
What's in Daily Operations?
Workspaces
Organize your workspace and navigate between different views and dashboards.
Key Topics:
- Navigate Workspaces and Dashboards
- Workspace management
Dashboards
Create and manage dashboards with charts, visualizations, and interactive elements.
Key Topics:
- Creating and managing dashboards
- Dashboard features (charts, colors, sorting, date ranges)
- Dashboard permissions and sharing
- Dashboard filtering options
Application Records
Work with records in your applications - search, filter, edit, and manage data.
Key Topics:
- Working with Records - Search, filter, color code, lock, restrict records
- Bulk Operations - Bulk modify, bulk restrict and lock
- Advanced - Lookup references, manage server conflicts
- Import data, customize views, sharing options
Reports
Create, edit, and share reports to analyze and present your data.
Key Topics:
- Create and save reports
- Edit reports
- Report keyword search and filter
- Share reports
Library
Access content, solutions, and resources from Swimlane and your organization.
Key Topics:
- Swimlane content
- User content
- Solution packages
Common Tasks
"I want to create a dashboard"
β Start with Creating a New User DashboardCreating a New User Dashboard
"I need to search and filter records"
β See Application RecordsApplication Records
"I want to create a report"
β Start with Create and Save ReportsCreate and Save Reports
"I need to bulk modify records"
β See Bulk Modify Records
Learning Path
- Start Here: Home PageHome Page
- Organize: WorkspacesWorkspaces
- Visualize: DashboardsDashboards
- Work with Data: Application RecordsApplication Records
- Analyze: ReportsReports
- Access Content: LibraryLibrary
Related Sections
- OrchestrationOrchestration - Automate your daily tasks with playbooks
- Applications and AppletsApplications and Applets - Build custom applications for your data
- Exampls and Troubleshooting - Learn from use cases
Ready to get started? Begin with Home PageHome Page or WorkspacesWorkspaces.