D-Tools

How to monitor the progress of the project from the Overview tab of the project

Project Overview

How to view your biweekly schedule using the My Calendar functionality

Viewing your biweekly schedule on My Calendar

How to view the overall schedule by resource, project, and month using the Global Calendar functionality

Viewing the overall schedule on the Global Calendar

How to designate a Lead Technician for a project

Designating a Lead Technician for a project

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Learn how to break down project deliverables, schedule resources, and track project progress

Put Projects in Action

How to use Project Stages to keep track of your projects

Customizing the project stages

How to move a project through various stages

Changing the project stage

Manage Project Stages

Everything you need to know to start using the Project Tasks functionality on D-Tools Cloud

Getting started with project tasks

Adding task templates

Defining project tasks

How to use task templates in a project and reduce the effort to define tasks manually

Applying a task template to a project

Adding tasks within a project

Adding checklist templates

Learn how to add, define, and manage project tasks and project task templates

Manage Project Tasks

How to create an event with one or more project tasks, assign resources, and schedule the event from within the project

Scheduling project tasks as an event

How to add tasks and schedule events for multiple projects in one single view

Cross-Project scheduling

Learn how to schedule project tasks as events

Manage Events

An introduction to the Item Status functionality on Cloud

Item Status

How to change the order status and the install status of the products

Changing the item status

Learn about the different item statuses and how to use them in projects

Manage Item Status

How to use the Ready-To-Order functionality to cater to the purchasing approval process, or to order products in bulk and avail discounts

Marking products as Ready-To-Order

How to order products from in the Project Details view

Ordering products from within a project

Learn how to order products from within projects

Procure Products

How to reserve inventory-tracked items for projects

Reserving inventory-tracked items for projects

How to check out the inventory-tracked items reserved for a project

Checking out inventory-tracked items reserved for a project

How to manage the asset-tracked items reserved for a project

Managing asset-tracked items from within a project

 Learn how to reserve, check out, and manage inventory-tracked items  in projects

Allocate Inventory-Tracked Products

How to view the job cost metrics of a project

Viewing job costing

Learn how to view job costing details for projects

View Project Analytics

How to download reports related to a project

Downloading project reports

View Project Reports

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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