Pure Global
User Guide

Employee Quick Start

Employee Quick Start

This guide provides quick navigation to detailed guides for all features.

Navigation Overview

After logging in, the sidebar contains the following menus:

  • Dashboard — View project activity
  • Projects — Manage projects
  • Checklists — Manage checklists
  • Task Library — Manage task templates
  • Files — Browse company files
  • Companies — View client companies

Migrating from the Old System

Choose the migration path that matches how you used the previous system:

File Storage Only Users

If you only used the previous system for file storage (network drive), simply go to the Files page after logging in. Your file directories and data have been automatically synced — no manual migration needed.

See Migrating Network Drive Workflow for details.

Old Checklist Project Users

If you used Checklist project management in the previous system, you can batch import your old projects via Projects → Import, including project details, tasks, and files.

See Importing Old Projects for details.

Core Feature Guides

Task Template Management

Use when: You need to create, edit, or manage task templates

Quick summary:

  • Go to Task Library and click Create Template to create a template
  • Fill in Chinese/English name, country, reference number, and template files
  • Supports searching, filtering, editing, and deprecation

See Task Template Management for full details.

Checklist Management

Use when: You need to create or maintain checklists

Quick summary:

  • Go to Checklists and click Create Checklist
  • Specify the country, device type, and risk level
  • Add country-matching task templates on the detail page
  • Supports quick-creating and adding templates in one step

See Checklist Management for full details.

Project Workflow

Use when: You need to create projects, work on tasks, or manage files and comments

Quick summary:

  • Go to Projects and click Create Project
  • Select company, country, device type, risk level, and checklist in cascading order
  • The system auto-generates task instances and file folders
  • Work on tasks in the project detail page: upload files, add comments, update status

See Project Workflow for full details.

Typical Workflow

First-time setup:
  1. Create task templates → 2. Build a Checklist → 3. Create a project

Daily work:
  Check Dashboard → Open a project → Work on tasks → Update status