Help for TotalAgility Workspace
  • Welcome
  • Get started
    • Log on to TotalAgility Workspace
    • Header actions and menu options
    • Commonly used buttons and icons
    • Send a note to another user
    • Update your profile
    • Manage columns
    • Create metadata
  • To Do
    • Manage work queues
      • Manage work queue queries
        • Hide the queries panel
        • Create a work queue query
        • Manage columns in a work queue query
        • Share queries
        • Sort columns
      • View the work queue summary
      • Take and complete an activity
      • Reassign an activity
      • Add a note to an activity
      • View the job details of an activity
    • Reassign activities
    • Allocate work
      • Allocate work based on resource
      • Allocate work based on activity
      • Allocate work automatically
  • Jobs
    • Create a job
    • Find a job
    • Manage JobList queries
      • Create a JobList query
      • Manage columns in a JobList query
      • Share queries
      • Sort columns
    • View the properties of a job and case job
    • Modify the live job properties
    • Place a job on hold
    • Suspend a job
    • Terminate a job
    • Activate a job
    • Recover a job
    • Add a note to a job
    • Change the job owner
    • Change the state of a job
    • Reevaluate a skin
    • View and reevaluate a score
    • Reevaluate preconditions
  • Resources
    • Delegate activities
    • Manage skills of resources
      • Modify the display name of a skill level
      • Manage skill levels for processes and resources
        • Set the skill level of a resource
        • Set the resource skill level for a process
        • Set sampling and checking ratios
    • Manage resource availability
    • Manage time categories
  • Administration
    • Manage resources
      • Create a user
      • Create a group
      • Create an external user
      • View associated groups
      • Search for a resource
      • Modify a resource
    • Manage security roles
    • View a process
      • Modify the properties of a process
      • Modify the properties of an activity
      • View the performance of a process
      • Document a process
    • Manage note types
    • Remove finished jobs
    • View the logged-on users
    • View the audit log entries
    • Remove the audit log entries
    • View the audit logs for calendar or work pattern changes
    • Reset the status of activities
    • Prioritize work using work allocation rules
    • Upgrade live jobs
    • View the retention policy failures
    • Manage business rule logging
    • View License Statistics
  • Getting help with Kofax products

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Welcome > Get started

Get started

This section describes the following to help you get started with Kofax TotalAgility Workspace:

  • Log on to TotalAgility Workspace

  • TotalAgilityWorkspace header actions and menu options

  • Commonly used buttons and icons

  • Send a note to another user

  • Update the user profile

  • Manage columns

  • Create metadata