A file is the central case in Aktenplatz – it bundles tasks, documents, contacts and appointments. Here is how to create a file in a tray:
1. Open “Create File Card”
Click “Create File Card” at the bottom of a tray.
2. Fill in the file
The “Information” form opens. Summarise the file in one or two sentences at the top and, if needed, choose a priority and tray. Under Team you assign responsible people. Fill in the project-specific fields (e.g. first name “John”, last name “Mustermann”, company, appointment, follow-up). Then click “Create File Card”.
3. Done
The new file appears immediately as a card in the chosen tray. The file title is composed automatically from your fields. Clicking the card opens the file with all its details.
