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Projects.



What are projects?

Projects are just an organized collection of channels. You can give your projects meaningful names, and have as many channels in them as you like. 

You can switch between projects using the dropdown.

projects

Creating a project

You can create projects by using the New Project button in your project list. Only account admins can create new projects.

Specifying Project Admin Users

You can specify any number of project admin users for your project. These users will be automatically added to every channel in the project, and have the ability to create, edit and delete channels and invite users to them.

Specifying Project Users

You can specify any number of project users for your project. These users will be automatically added to every channel in the project as regular users.

Enabling activity logs

When you create a project, you have the option of enabling Activity Logs. Activity Logs let you capture and organize information in just a few clicks about things that are happening on the jobsite. Current activity logs include the following categories:

  • Delivery - log a delivery and optionally attach a packing slip
  • Inspection - log an inspection and optionally attach paperwork
  • Order Request - track requests on the jobsite for consumable items that are frequently ordered
  • Progress - log job progress with pictures
  • Receipt - log small item purchases with receipts
  • Safety Violation - log safety issues
  • Sign In - log sign ins to the site
  • Sign Out - log sign outs from the site
  • Subcontractor Work - log contractor manpower

You can also notify people in a channel when certain activity logs are created, by editing a channel and specifying which log categories the channel should be notified about.

Editing a project

To edit a project, select the Edit Project menu option in the menu in your channel list. Only account admins can edit projects.

Channel menu

 

Deleting a project

To remove a project, select the Delete Project menu option in your channel list. Only account admins can delete projects. You cannot delete the project that contains the "FieldChat Help" channel.

Need more help?

The best way to get help is to simply send us a message in the FieldChat Help channel. We monitor your help channel and will get back to you as soon as possible. You can also reach us by phone or email.