User Guide
This is the official manual for TaroWorks showing step-by-step instructions on how to setup and use every feature.
General Overview
- 01. System Requirements
- 02. Actions to Avoid while Using TaroWorks
- 03. Getting Salesforce and TaroWorks
- 04. Training Tips and Tricks
- 05. Technical Requirements
- 06. Getting Help with TaroWorks
End User Training Guide
TaroWorks Mobile App
Jobs and Tasks
- 01. Introduction to Jobs
- 02. Building a New Job
- 02. Building New Jobs
- 04. Assigning Jobs to Groups
- 05. Drill-down Hierarchy Filters
- 06. Allow Mobile User to select multiple records in the last level of the drill-down hierarchy
Forms
- 01. Using the Form Manager
- 02. Creating a New Form
- 03. Settings Tab
- 04. Question Builder Tab
- 05. Scoring Tab
- 06. Logic Tab
Form Questions
- 01. Using Regular and Repeat Sections
- 02. Using the Single Select Question Type
- 03. Using the Multi-select Question Type
- 03.1. Codes for Single/Multi-Select Options
- 04. Using the Cascading Selects Question Type
- 04.1 Creating and Uploading an Options List for Cascading Selects Questions
Intermediate Field Mapping
- 01. Mapping a Score Group
- 02. Mapping to an Autonumber Field
- 03. Repeated Sections and Field Mapping
- 04. Using Reference Objects and the “Is Reference Object” Checkbox
- 05. Mapping Related Objects
- 06. Mapping Submission Metadata
Performance Management
- 01. Setting and Using Job Targets - TaroWorks 7.3.1 and below
- 02. Viewing Reports on Job Targets
- 03. Setting and Using Performance Indicators - TaroWorks 7.3.1 and below
- 04. Viewing Reports on Performance Indicators
- Setting and Using Job Targets - TaroWorks 7.4 and above
- Setting and using Performance Indicators - TaroWorks 7.4 and above
Uploading & Managing Resources
Maps
Reporting and Analysis
Creating and Managing Users
- How to add custom fields to the TaroWorks Mobile User object
- 01. Creating a TaroWorks Mobile User
- 02. Assigning Records to Mobile Users-TaroWorks 6.2 and Above
- 03. Adding a Mobile User to Public Groups
- 04. Mobile Record Assignment to Multiple Mobile Users
- 05. Adding Multiple Mobile Users to Public Groups