Frontline Portal glossary
Updated
by
Leigh Hutchens
We've assembled a glossary to help you understand Frontline Portal terminology.
Term | Meaning |
Audience | An audience is the recipients of your task, story, files, or forms. There are different types of audiences:
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Calendar | In the calendar, you can view scheduled tasks and events. |
Chat | Users can use the Community Chat area within a story or task to discuss topics with colleagues, other stores, field leaders, and HQ teams. |
Collections | Collections are different groups of resources within FLP dashboards (e.g. the Drafts collection in Tasks or the Forms Library collection in Forms). Read more about task collections here. |
Compliance report | With the Compliance report functionality, your group can get visualized metrics on how well your workforce is complying with the tasks sent out to them. Read more here. |
Distribution | Distribution refers to selecting the intended audience for your resource. Depending on your permissions, you can distribute by store, specific people, by role type, specific groups, and by group type. You can also distribute tasks from your own saved audience list. |
Engagement report | With the Engagement report functionality, your group can get visualized metrics on how well your workforce is engaging with the platform. Read more about the engagement report here. |
Engagement stats | This is where you can see unique opens and total opens for a story to gain insight into how the story is reaching the audience. |
Events | Events are useful visual references. These are created and listed on the calendar only. |
Files | You can upload and share files from a central location with relevant information for employees. For example, you might want to share a PDF guideline uploaded by the Visual Merchandising team or a flagship store’s image of their latest campaign. |
Filters | Filters are available in each facet to help search for resources. They differ in each facet: You can filter on documents, images, videos, and uploaded by me. |
Folders | Folders are a collection of resources users will need in the same place. |
Forms | HQ & field teams can create forms and make these available for the stores and users who might need them. For example, you might create and share with your employees a form for showroom orders. Forms are highly customizable. Read more here. |
Forms library | HQ/Field leaders can use the forms library to view submissions from the stores they oversee. Store users use the forms library to access the forms they need to use and submit. |
Home | The homepage is where you can view and access Stories, Tasks, Files, Forms, Forms submissions, and Links. |
Link | You can create links to provide easy access to frequently used sites. |
Notifications bell | The notifications bell at the right-hand top of the page indicates when you have items to review. When you see a red dot, that means you have new notifications. Click on the bell to see a high-level overview of the notification. |
Profile | You can set up your profile so that your account is specific to you. The profile page allows you to add a profile picture (avatar) and set how your name is displayed. |
Push notifications | There are various in-app, push notification, and email notification types, for example, archive created, submitted distributed stories, etc. Read more about push notifications here. |
Saved audiences | This is a feature that enables users to curate and save custom selections of stores, groups, or individuals for future use. This tool bypasses the need for manual selection from predefined hierarchies, facilitating quick access to specific or frequently needed assortments like All Outlet Stores or Flagship Stores. Saved Lists can be reused and modified. |
Search |
Please note the search logic differs from global search to local search - global = the more you input the more results are returned. Local = the more you input fewer results are returned. |
Sort | You can find the sort icon under stories, tasks, files, and forms. This enables users to sort content by relevance, alphabetically, or date received. |
Stories | You can create and use stories to give employees a clear view of things they need to know. |
Stories feed | You can easily view your stories feed to see what has been shared with your store/group and will remain in the stories feed even after you or other users in your store/group have read them. This means that you will always have an easy reference to all of the great content that has been shared with you. |
Tasks | A task is a designated action or set of actions assigned to users or teams within your organization. Tasks help you organize work, track progress, and ensure accountability, which enhances productivity and ensures that key objectives are met in a timely and efficient manner. |
Task notification | When you have new tasks awaiting your action, you'll see a red dot in the upper right-hand corner of the task. These notifications will include a new task assigned to you or your store, a new chat message that has been sent to you, approval feedback, or a prompt to remind you about a task that's not been completed yet. |
Template | Templates speed up the process of generating similar communications. They are also a great way for users in the same group to collaborate on content. Read more about creating templates here. |
User management | An assigned role that enables users to reset passwords for their peers and those below in the hierarchy. This is set up as a Staff Manager role in your user profile. |
Widgets | Widgets enable you to curate a highly personalized and functional hub by grouping varied resources and content types, such as task lists, event updates, and project timelines, for streamlined access and enhanced engagement. This customization means employees can quickly locate essential information on the homepage, optimizing workflow efficiency. Click here to read more about widgets. Good to know! You can only create and edit widgets if you have content manager permissions. |
