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NEW Getting Started - Operator

About the Home Page

Home is the first page you land on in Franchise Systems Ai (FS Ai). It's your daily starting point: notifications, tasks, messages, and your calendar all in one place.

Home has four tabs: Overview, Tasks, Chat, and Calendar.

If you have access to more than one brand, a brand selector sits at the top of the page so you can filter Home to specific brands.

Overview tab

Overview is the default tab. It's split into two halves.

Home Overview tab showing the notification inbox on the left and the calendar sidebar on the right, cursor on a notification's View Chat link

The left side is your notification inbox. It lists updates across the platform: new leads assigned to you, meetings booked, FDDs signed or viewed, task assignments and status changes, project updates, franchisee chat messages, and franchisee team invite requests waiting on your review.

Use the search box to find a specific notification. Switch between Inbox and Archived to see notifications you've put away.

Each notification can be marked as read, archived, unarchived, or deleted. Many notifications also carry a quick action, like View Lead or View Task, that jumps straight to the record it's about.

The right side is a calendar sidebar. It lists your upcoming events grouped by day, with a button to add a new event. If you haven't connected a calendar yet, this panel prompts you to connect one.

Tasks tab

The Tasks tab shows a table of your tasks: what the task is, what it's linked to, its status, who's assigned, when it's due, and when it was created.

Home Tasks tab showing the task table with cursor on the Create Task button

Completed tasks are hidden by default. Toggle Show completed to bring them back into the table.

Click + Create Task to open the quick task form.

Create Quick Task modal showing Task Name, Description, Status, Due Date, and Assignee fields, cursor on the Create Quick Task button

Fill in a Task Name, then set Status, Due Date, and Assignee. Turn on Notify Responsible to alert the assignee.

Quick tasks can only be assigned to people on your team. Click Create Quick Task to save it.

If the task needs more structure, click Turn into work task. It carries over what you've already typed into a guided flow.

Work task guided flow's Pick a task type step, showing Todo checklist, Form, Visit a link, Schedule a call, Watch a video, View slides, and Sign a document as options

The guided flow has four steps. First you pick a task type: a todo checklist, a form, a link to visit, a call to schedule, a video to watch, a slide deck to view, or a document to sign. Then you describe the task, build out the type you picked, and assign it.

Assigning a work task means setting a due date and picking people for each RACI role:

  • Responsible: does the work and submits the task
  • Accountable: reviews and approves it before it can be completed
  • Consulted: gets notified when it's created and can comment
  • Informed: gets notified when the status changes

Unlike quick tasks, work tasks can be assigned to franchisees.

Chat tab

The Chat tab is your messaging inbox. Switch between All, Direct, and Groups to filter your conversations.

Home Chat tab showing the All, Direct, and Groups filters with cursor on Direct

Conversations support text, file attachments, emoji, voice messages, and reactions.

Calendar tab

The Calendar tab shows your full calendar in Month, Week, or Day view, with a timezone selector.

Home Calendar tab in Week view showing the timezone selector and cursor on Create Event

Click Create Event to schedule a new event directly from here.

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