Field Management - Setup
Before using Field Management, configure the core components such as task categories, field roles, and default settings.
This ensures that your field teams can log activities, update progress, and manage jobsite operations efficiently and consistently.
Assigning Colors to Roles
Go to Setup > Field Management > Customize Color Based on Role.
Click the + ADD button.
Select a Role from the dropdown.
Choose a Color for the selected role.
Click Submit to save the color assignment.
Creating Customized Folders
o to Setup > Field Management > Customize your folders for Field Project.
Click the + ADD button.
In the "New Folder" pop-up, enter a Name for the folder.
Add a Description for the folder.
Click Submit to save the new folder.
Creating Workflows
Creating workflows is an essential step in streamlining business processes, enabling better task management, and automating repetitive actions
By setting up workflows, teams can ensure consistency, reduce errors, and improve efficiency.
Navigate to Setup > Customized Fields > Module Workflows.
Search and filter for the desired workflow, Field Management
Click the edit icon in the Action column.
In the "Create Workflow" section, click Add Status.
Enter the Name for the status.
Provide a Description for the status.
Select a color for the status.
Click Add to save the status.
Email
Please ensure that the email configuration is properly set up so that we can receive all notifications without interruption. Refer to the Email Setup section below for detailed instructions and additional information.
Email And Notifications - SetupLast updated