Skip to main content

Using projects

Projects are a great way to keep related work sets organised in one place.

Rory Broadbridge avatar
Written by Rory Broadbridge
Updated yesterday

What are projects?

A Project groups multiple work orders together so you can:

  • Track overall progress at a glance

  • See which activities are complete or still in progress

  • View the total time taken to complete the work

  • Check who’s participated in each work order

  • Keep all related reports in one place


Creating projects

To create a new project, head to the Projects page and click on Create new project.

Give your project a name and assign the relevant Location.


Adding work orders

Once you've created a project you can add in progress or completed work orders to it. Select a work order from the drop down list.

Note: Work orders cannot be directly started within a project. They must be started via the Work Orders page and then assigned to your project.


Completing a project

Projects will automatically be marked as completed once all work orders within them are marked as complete.

Need to close out a project early? No problem, you can also manually mark a project as completed, even if some of the work orders are still in progress.

Once completed, the project will move to the Completed tab for easy reference.

Did this answer your question?