Follow the in-app tutorials

Transportial has guided tours that highlight parts of the screen one at a time and explain what they do. They are a quick way to learn the main screens, for new users and for colleagues who want a refresher.

The welcome tour

When the tour is on for your account, the dashboard greets you with Welcome to Transportial.

• Click Let's Start and then Start Tour to walk through the header search, the map and the top menu.
• Click Maybe Later to close it. The welcome tour then no longer opens by itself; you can still start any tour from the menu below.

Start a tutorial

1. Open the side menu (☰, top right).
2. Click Learn Key Product Features.
3. Choose a tutorial from the list. Transportial opens the right screen and starts the tour.
4. Read the text in the highlighted box.
5. Click Next to continue, or Next Tutorial at the end of a tour to go on to the next one.
6. Click Exit at any moment to stop.

Available tutorials

Section	Tutorial	What you learn
Dashboard	Quick walk-through	The header search, the map search, the top menu and the dashboard statistics.
Dashboard	Plan board	Switching the board, searching, filtering, sorting, customising and exporting. Shown when your platform has the trip plan board.
Dashboard	Planner	The calendar, the week and day switch, the resource search panel and drag and drop.
Dashboard	Watchtower	Searching and following consignment and trip statuses.
Product Features	New Order	Creating your first transport order from the side menu.
Product Features	New Trip	Creating a trip, adding consignments and choosing a vehicle.
Product Features	Fleet Management	Creating a fleet and adding vehicles to it.
Product Features	Pricing Engine	Setting up a price with a pricing module. Shown when your platform has the financial features and your role level is 300 or higher.

Need more help?

At the bottom of the tutorials list, Can't find help? click here to contact Transportial support opens an e-mail to Transportial. See also Get help and report a problem.