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Welcome to the SUPPORT Center from eTASK

Support Center

IC12502

Navigation to this function


TL;DR — The most important points at a glance

  • Find help quickly: Use the search function (Enter key) with specific terms such as "utility bill" or IC numbers

  • Two ways to get started: Manuals for task-oriented instructions, menu tree for form references

  • For initial setup: Browse the category of your module (e.g., "Property Management," "Smart Reservation")

  • For admin questions: Use the "System Control" category for technical configuration

  • Documented features = Supported: All services described here are supported as part of software maintenance

  • Feedback welcome: Help us improve the documentation — please send comments to support@etask.de


What is the eTASK Support Center?

The eTASK Support Center is your central point of contact for all questions regarding the setup, configuration, and use of your eTASK modules. Here you will find:

  • Step-by-step guides for common tasks (e.g., generating utility bills, managing service tickets)

  • Form references with descriptions of all fields and settings

  • Configuration guides for system administrators

  • Best practices based on years of project experience

For Specialists: Are you currently setting up Property Management, Smart Reservation, or another module? The guides walk you through the most important processes—from basic configuration to productive use.

For system administrators: Are you looking for technical details on database structures, authorization concepts, or complex workflows? Use the "System Control" category and the form references in the "Menu Tree."

Important Note: Scope of Documentation and Support

The Support Center documents all services and features that eTASK supports as part of software maintenance.

What this means for you:

  • âś… You can contact our support team regarding any questions or issues with all functions described here

  • âś… Documented features are fully tested and maintained during updates

  • ❌ Undocumented features cannot be supported as part of software maintenance

  • đź’ˇ Feel free to request new features or customizations via sales@etask.de

If you need a feature that you cannot find here, it may not be included in your current license or may not yet be available. We would be happy to advise you on expansion options.


How can I quickly find the right information?

1. Use the search function

Searching is the fastest way to find an answer:

  • Enter specific terms: "utility bill," "maintenance contract," "record meter reading"

  • Press the Enter key to search (no need to click a button)

  • Use IC numbers: If you know an IC number from the system (e.g., "IC1234"), enter it directly

  • Try synonyms: "Meeting room" also finds articles on "Smart Reservation"

Example: Do you want to create a utility bill?
→ Search: "Utility bill" → Article displays step-by-step instructions with links to all relevant forms.

2. Navigation via Categories

If you’d like to get an overview, use the category structure on the left side:

Manuals — Task-oriented guides

Here you’ll find tutorials and process descriptions, organized by product area:

  • Property Management: Tenant change, utility bill settlement, lease management

  • FM Portal: Service tickets, contractor requests, trouble reports

  • Smart Reservation: Room and workspace booking, vehicle management

  • System Control: User rights, workflows, configuring interfaces

  • Technical Building Management (TBM): Meter management, energy consumption

  • Infrastructural Building Management (IGM): Maintenance contracts, asset management

Tip for initial setup: Start in your module’s category and work through the articles chronologically—many guides build on one another.

Menu Tree — Form References

This category mirrors the menu structure of the FM Portal 1:1. Each form and table has its own article with:

  • Description of all fields

  • Explanation of buttons and actions

  • Notes on dependencies and prerequisites

When to use?

  • You are looking at a form and want to know what a specific field means

  • You need the technical field name for an interface

  • You want to understand the effects of a setting

Example: Do you see "Property Management → Operating Cost Settlement → Preview of Settlements (768C)" in the system?
→ Menu tree: The same path leads to the form reference with field descriptions.


Tips for effective searching

For Specialists (Initial Setup)

Scenario: You have just licensed Property Management and want to start with utility cost statements.

Procedure:

  1. Get an overview: Browse the "Manuals → Property Management" category

  2. Find introductory articles: Search for "Utility billing setup" or "Operating costs: first steps"

  3. Step by step: Follow the instructions—use links to jump to form details if needed

  4. Note dependencies: Many processes require master data (buildings, tenants, allocation keys)

Common starting topics:

  • Create master data (buildings, rental properties, tenants)

  • Understand workflows (approval processes, status transitions)

  • Enter initial test data

For system administrators (technical questions)

Scenario: You want to configure automatic invoice approval for amounts over €10,000 for specific cost centers.

Procedure:

  1. Search the Control Panel: Category "Manuals → Control Panel" or search for: "Configure Approval Workflow"

  2. Check form details: If you know the relevant setting, navigate directly to the form via the "Menu Tree"

  3. Clarify dependencies: Review related articles (e.g., authorization concepts, notification rules)

  4. Use the test environment: For critical changes, we recommend testing with sample data

Common Admin Topics:

  • User and permissions management

  • Workflow configuration (statuses, transitions, approvals)

  • Set up interfaces (import/export)

  • Customizing reports and dashboards


Understanding navigation and structure

Breadcrumbs (breadcrumb navigation)

At the top of the article, you’ll see the path: Startseite / Kategorie / Unterkategorie / Artikel

→ Use this navigation to return to the parent level or discover related articles.

Related Guides

At the end of each article, you’ll find “Further Information” or “Related Articles”—these links help you find the next step in the process.

Example: The article "Create a utility bill" links to:

  • "Configure Allocation Keys"

  • "Create billing items"

  • "Send utility bill"

Product Information

Some articles include "Applies to modules:" notes — this lets you see at a glance whether a feature is included in your license.


What should I do if I get stuck?

1. Refine your search

  • Try different terms: Instead of "Room Booking" → "Smart Reservation," "Meeting Room"

  • Use the IC number: If you see it in the system

  • Search more broadly: Instead of "Utility Bill 2025" → "Utility Bill"

2. Browse the category

Sometimes it helps to search the entire category (e.g., view all articles on "Property Management").

3. Contact Support

If you can’t find a suitable answer:

  • Email: support@etask.de

  • Phone: [Insert support hotline]

  • Ticket system: [If available: Link to the customer support portal]

Please specify:

  • What task you would like to perform

  • What steps you have already tried

  • Error messages or screenshots (if available)

→ Your feedback helps us improve the documentation!


Frequently Asked Questions (FAQ)

Why can’t I find some forms in the manuals?

The manuals primarily contain task-oriented instructions. If you are looking for a description of a specific form, use the "Menu Tree" category—every form is documented there.

Can I save my favorite articles?

There is currently no bookmark feature. Tip: Set a browser bookmark for frequently used articles.

Are the articles always up to date?

We update the documentation with every release. If you find outdated information, please report it to us at support@etask.de.

Are there training courses or video tutorials?

In addition to the written documentation, we offer:

  • Webinars on new features (dates at www.etask.de)

  • Custom training sessions for your team (request through your Key Account Manager)

  • Video tutorials (in planning — available starting [date])

Can I suggest or improve articles myself?

Yes! Send your suggestions to support@etask.de or directly to your contact person. We welcome:

  • Suggestions for missing topics

  • Suggestions for corrections to unclear wording

  • Practical examples from your daily work


Additional Resources


Good luck with eTASK!

We wish you a successful start with your eTASK modules. The Support Center is continuously being expanded—check back regularly to discover new guides and best practices.

For questions or suggestions: support@etask.de


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