Common tasks
Learn how to do the things you will use most often across every module in Datar.
How data flows
Understanding how information connects across modules
Every action you take in Datar updates a single, unified data store. This means when you approve a request, update a task, or upload a file, everyone with access sees the change immediately—no manual syncing required.
Real-time
Changes appear instantly across all devices and modules. Your team always works with the latest information.
Connected
Actions in one module automatically update related items in others. Approve a purchase request and inventory updates.
Audited
Every change is logged with who, what, and when. Full history and audit trails are always available.
Starring favourites
Keep your most important items one click away
You can star any item in Datar — files, tasks, projects, requests — to add it to your favourites for quick access.
How to star
Click the star icon next to any item, or select an item and press the S key on your keyboard.
View favourites
Look for the "Starred" or "Favourites" section in any module to see all your starred items.
Remove a star
Click the star icon again to unstar an item. It will be removed from your favourites list.
Sharing items
Give your colleagues access to the items they need
Share files, projects, tasks, and other items with specific people or your team. You control exactly what each person can do.
Step 1: Open sharing
Select the item you want to share, then click the "Share" button. A dialog will appear where you can add people.
Step 2: Add people
Type the name or email of the person you want to share with. Select them from the suggestions that appear.
Step 3: Set permission
Choose what they can do: Viewer (see only), Commenter (view + comment), Editor (view + edit), or Admin (full access).
Step 4: Confirm
Click "Share" to confirm. The person will receive a notification that you shared something with them.
Using search
Find anything across the entire platform
The search bar lets you find files, tasks, requests, people, and more across every module in Datar.
Quick search
Press Ctrl+K (or Cmd+K on Mac) to open search from anywhere. Start typing and results will appear instantly.
Filter results
Narrow your results by module (Files, Tasks, Requests, etc.) to find exactly what you need.
Understanding approval workflows
How requests move through the approval process
Many items in Datar — expense requests, leave requests, timesheets, purchase orders — go through an approval process. Here is how it works:
1. Submit
You create and submit your request. Its status changes to "Pending" and it is sent to the right person for review.
2. Under review
Your manager or the assigned approver receives a notification and reviews your request.
3. Approved
If approved, you are notified and any follow-up actions happen automatically (e.g., leave balance updates).
3. Rejected
If rejected, you are notified with the reason. You can update your request and resubmit if needed.
Managing notifications
Stay up to date without having to check manually
Datar sends you notifications so you never miss something important. Here is what triggers notifications:
Someone approves or rejects your request
Someone @mentions you in a comment
A task is assigned to you
Someone shares an item with you
A deadline is approaching
Notifications are grouped by priority, so approvals and mentions appear first, and reminders can be bundled into daily or weekly digests.
Go to your profile settings to customise which notifications you receive. You can choose to receive notifications via email, in-app alerts, or both. You can also mute notifications for specific items if they become too noisy. If your org supports quiet hours, you can pause non-urgent alerts during evenings or weekends.
Keyboard shortcuts
Work faster with these handy shortcuts
Ctrl/Cmd + K
Open search
Ctrl/Cmd + N
Create new item
Ctrl/Cmd + S
Save current item
S
Star or unstar selected item
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Comments and mentions
Discuss and collaborate right where the work happens
Add comments to any item to discuss it with your team. Use @mentions to get someone's attention — they will receive a notification.
Adding comments
Open any item and scroll to the comments section at the bottom. Type your message and click "Post".
@Mentioning people
Type @ followed by a person's name in your comment. Select them from the dropdown. They will receive a notification.
Reply threads
Click "Reply" on any comment to start a thread. This keeps related discussions organised.