In this guide, you'll get a general introduction to navigating the Process area in Interaxo Project. You’ll become familiar with the three main parts of the user interface: the top menu, left-hand menu, and the work area. The goal is to give you a solid foundation for understanding how the system is structured and where to find key features.

Work area

The central area of the screen displays content based on your selection in the left - side menu. The list view will vary depending on the type of process you’ve selected and/or whether you’ve chosen to go to a specific step.

At the top, you'll find filtering and view tools that allow you to sort and customize which information is shown. Each row in the table represents an individual entry. Each column displays key information that has been added - such as title, reference, reason, consequence, cost estimate, and who created or last updated the entry.
Click on an entry to open a detailed view. You can also open it in a new tab for follow-up.

Top Menu

The top menu gives you access to general system functions. Here you can switch between different workspaces and/or communities, access user settings, and get help/support.
At the top right, you’ll see which user is currently logged in, and there’s a button to open an overview of your rooms.

Left - side Menu

On the left side, you’ll find the main navigation. This menu gives you access to the processes available to you, including their underlying steps.

The numbers next to each process indicate how many cases exist at each step. You can click on any menu item to filter the workspace content based on the selected process or step.

At the very edge of the navigation panel, you can switch between other product areas, such as Interaxo Insights, Location and Administration. 

The tabs and features available in the user interface will vary depending on your access level and the agreement your employer has with Interaxo.

For a more detailed walkthrough of each function, go to the next article here.