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How to Navigate the Schedule
How to Navigate the Schedule

How to navigate the schedules

JD Williams avatar
Written by JD Williams
Updated over a week ago

Filters:

Filters help you manage tasks based on various criteria such as created by, show tickets, status, dates, and assignees. You can also search for specific elements.


Assigning Responsible Party to an Activity:

Bulk assign responsible parties to activities by clicking the check boxes of the activity and click "Assign Responsible Party". Then unclear actions by clicking "clear selections".


Reorder Activities:

Reordering activites can be done by clicking on the 3-dots (elipsis).
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Then drag and drop activities to reorder them.


Comments:

You can @mention a user from the directory with a comment or just add a general comment.


Attachments:

Add an attachment to an activity. This allows for everything related to the project to be in one place.


History:

View record changes of an activity.


Follow:

You can follow an activity to get update notifications via the platform and email. Before following an activity the schedule will need to be publish.

Share Schedule:

You can invited contacts and employees to access your schedule

You can assign view or edit permissions


Export:

You can export a schedule to pdf, Microsoft project and Excel.


You've now mastered navigating the schedule using Ingenious Build. Feel free to explore more features and tools to enhance your Ingenious experience. If you have any questions or need any more help, don't hesitate to contact our support team using the chat icon or email us at success@ingenious.build.

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