Modules

An icon is an image associated with each record and function. Icons appear on buttons and in window headers, and are the visual language of the entire system, helping you read quickly. You can easily recognize where you are and what an operation will do based on the icons.

This page describes the most commonly used icons in the system. The most basic ones don't have descriptions, so it's good to know a bit about them.

The system helps with navigation using icons. Therefore, icons are used consistently throughout the system to assist you. Icons are often paired in one image, similar to how a noun and a verb are used together in a sentence. For example, the icon represents the task – new, and indicates that the function will create a new task. In general, icons for verbs are located in circles in the lower right corner of the image, while the record is in the upper left.

Interface Element Icons

Workspace. The workspace is:

either your main desktop, or
an area within the system or a record that contains many components.

Warning: This option is not available on mobile devices, and on computers, you need to enable pop-up windows. Otherwise, your browser will block it. So, when you click the icon, allow pop-ups, and you're good to go.

Record detail for editing (if the record can be edited), - View detail - The button opens the record's detail (with all the details).

Admin view Access to settings (e.g., areas), which are not used for regular daily tasks but control how the system behaves and, most importantly, who has access to what.

- Filter - The filter icon marks buttons that allow you to set which records you see in lists. The icon is usually combined with another one that specifies the filtering criteria.

Empty When there is nothing to display, either in the workspace tray or in a list. This symbol will be shown.

Common Operation Icons

Create - Create a new record. For example, creating a new task or creating a user group.

Add Assign a record. Assigning means logically connecting an existing record with a new one. For example, adding a task to a meeting agenda or adding a user to a group.

Detach a record from another. A button with this icon does not delete records but the relationships between them. For example, removing a user from a group. The user remains a user, and besides no longer being in the group, nothing else changes.

Move to trash Move a record to the trash; the icon is also used in record lists for items in the trash (when you view deleted files). - Restore from trash - Undo deletion (for records in the trash), restoring the record to its processing state.

Delete Remove without placing in trash. What you delete this way cannot be recovered.

Save Save the record but do not close the window. The keyboard shortcut CTRL+S works the same way.

Save and exit Save the record and close the window.

Close / Exit Close the record without closing the window. (Similarly, CTRL+Q works, and if you have the app installed, you can also use the usual CTRL+W).

Send - Send an email or internal message

Status Icons

Records always have some status. For common statuses, the same icons are used across the system. The icons are inspired by standard player buttons:

In preparation - The record is not yet complete enough to be handed over for further processing.

Active / In progress - The record is valid, e.g., a valid project plan, active order. A similar icon: In progress - Currently processed task, used only for tasks currently being worked on.

Paused - Temporary interruption of processing, Stopped - Permanent halt in processing.

- Moved to trash - Deleted and stored in the trash (records are automatically removed from the trash after approximately six months).

Common Record Icons

System user. This is you and everyone else who works with the system. Sometimes you may encounter a user named anonymous. This is a user whose name cannot be shown for some reason, such as for GDPR protection.

Leader / Manager. The system allows teams and their leaders to be defined. Leaders then have various rights to manage the team.

Role. Each user can have roles set that further adjust their rights.

AyMINE contains several hundred different types of records, so a list of all icons would be very long. Therefore, we only mention the common records from the most frequently used modules.

Note: If some icons do not display for certain records, these are records from a module you do not have access to.

Task and Project Module

Reminder - Internal reminder that have already mentioned this above.

Files. Many records allow attaching files, keeping them for yourself, and sharing them with others. For records where this is possible, a tab with files is offered with this icon. AyMINE provides a full-fledged DMS (Document Management System).

System area. The system divides all content into business areas, and for each, it manages who can work with it. Therefore, it’s likely that you will see only some areas, and others may be visible to your colleagues.

- Project - Project managed in AyMINE.

Task. A Task is a piece of work that expects to be done.

Task template. Task templates are used to create specific tasks. With templates, you don't need to rewrite what needs to be done every time.

- Meeting - Plan / record of a meeting.

- Process / Workflow - Describes the course of processing a specific activity.

CRM Module

- Subject - A general term for a subject in the registry, such as a company, division, store, or user.

, , - Person, Division, Company - A specific person in the directory, workplace, or company.

- Contract - Recorded contract.

, , - Address, Phone, Email - Contact details in the directory.

- Customer - A specific customer and the customer directory.

- Supplier - Supplier of goods, products, or services.

- Address book - List of contacts.

- Bulk email - Bulk email - A marketing, commercial, or informational email sent in bulk to contacts in the directory. It is only sent to those who have consented.