---
title: General Features Test Drive Guide
description: "## Purpose This guide may be useful in discovering the newest features or in learning how to use the core features of the application. All steps provided assume that the user has logged in and has access to the features…"
url: "https://evergreenworx.com/docs/general-features-test-drive-guide/"
updated: "2025-10-22"
category: General
---

# General Features Test Drive Guide

## Purpose

This guide may be useful in discovering the newest features or in learning how to use the core features of the application. All steps provided assume that the user has logged in and has access to the features unless otherwise stated.

## New to Power Platform?

The features illustrated below enhance your productivity across all EvergreenWorx applications. They provide powerful tools at your disposal no matter which EvergreenWorx application you may be using.

## General Layout and Navigation

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/General-Layout.png)

## Available Ribbon Actions

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/Views_1.png)

## Available View Grid Actions

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/Views_2.png)

## Record Forms

Each record within the application has a form which provides details and related information.

  ![](https://evergreenworx.com/wp-content/uploads/2023/06/record.png)

## Timeline

Provides the ability to log activities for a record such as emails, phone calls, tasks, notes, etc.

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/Timeline.png)

## Views and Charts

Provides the ability to generate a chart from whichever records are currently being viewed.

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/Views-and-Charts.png)

## BI through Dashboards and charts

  ![](https://evergreenworx.com/wp-content/uploads/2023/05/BIDashboards.png)