Core Platform
The Core Platform contains the essential features for managing work in Avikto. This section covers the two main building blocks — Projects (workspaces for different streams of work) and Cases (individual units of work within projects) — along with how to use them effectively.
What's in this section
| Topic | What you'll learn |
|---|---|
| Projects | How to create, configure, and manage separate workspaces. Set up queues, dashboards, templates, and team access. |
| Cases | How to manage individual cases — from creation to resolution. Track history, add interactions, attach documents, and coordinate with your team. |
Key Concepts
- Project: An isolated workspace for a specific stream of work with its own cases, queues, team, and configuration
- Case: An individual unit of work that flows through your project's stages
- Queue: A processing stage where cases wait for action (e.g., Intake, Review, Approved)
- Case Template: A predefined form structure for consistent data capture
- Dashboard: Project-specific metrics and visualizations of case flow
Common Tasks
- Creating and managing projects
- Setting up project queues and workflows
- Creating and organizing cases
- Tracking case history and interactions
- Assigning cases to team members
- Adding documents and attachments to cases
- Linking related cases for visibility
- Exporting and dispatching cases
Note: For more detailed guides on each topic, explore the Projects and Cases sections in the sidebar.