Help category
Projects and work
Organize customers, projects, Item Types, tasks, schedules, and repeatable field workflows.
10 guides
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Design an Item Type for a repeatable company workflow
An Item Type is the reusable definition for a company workflow. Design its fields, features, and permissions together, then test a sample item with a non-admin user before relying on it in live work.
Read the guideHow customers, projects, contacts, locations, and measurements fit together
Use a customer for the person or organization you serve, and a project for the specific job or operational workspace. Keep contacts, addresses, locations, and measurements attached to the record that owns them so estimates, scheduling, documents, and reports can reuse the right information.
Read the guideCreate a project and manage its lifecycle
Create a complete project, assign responsible people, and close or restore it without losing history. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideCustomize the tabs in your project workspace
Reorder or hide project sections while retaining required tabs and newly shipped destinations. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guidePlan custom fields, tags, and lookup tables before adding them to workflows
Choose the right customization type and create reusable data that reports, forms, and work items can use consistently. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideAssign, schedule, update, and complete a work item
Move a work item through its configured workflow while keeping the right people, dates, dependencies, reminders, and records attached. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideFind and update work with filters, groups, saved views, and bulk actions
Build a repeatable view of work, understand why records are excluded, and make supported bulk changes safely. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideBuild a JobBuddy form and attach it to the right workflow
Create a form with the right questions, statuses, categories, and Item Type association. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSubmit, review, change status, and print a completed form
Complete a form, find its submission, update an allowed status, and produce a PDF without losing the audit trail. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Read the guideSet up project quantities and turn measurements into usable takeoffs
Enable the module, record project measurements, and use quantity evidence in estimating or project work. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
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