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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. You will need to specify a project name (or pick from a Procore or PlanGrid project if you have either integration enabled). You will also need to specify the timezone of your project.

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.

Project Users

You can specify any number of project users for your project. These users will be automatically added to every channel in a project, but will not have any admin permissions.

Regular Users

Every user who is added as a member of a channel or enrolls to FieldChat by submitting an activity log web form using their mobile phone number, is automatically made a member of the project. You can see and edit the projects that a user is a member of in their user profile.

Log Visibility for Regular Users

You can specify whether regular users can all everyone's logs or just those that they create.

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.

Project menu options

Deleting a project

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

Archiving a project

To archive a project so that it is removed from the active list of projects, but available in the future if you ever need to review history, select the Archive Project menu option. Only account admins can archive projects. You cannot archive the project that contains the "FieldChat Help" channel.

Unarchiving a project

To unarchive a project, find the "Archived Projects" option at the bottom of your list of projects and use the chevron to reveal the list of archived projects. Use the button beside the archived project you wish to restore. Only account admins can unarchive projects.

Archived projects

 

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.