"How To" Videos
If you don't have time to read our full articles and video series.
13 articles
- How To Hard Refresh and Clear CacheHere's a quick visual reference for how to refresh your browser.
- How to @Mention a UserUse the @ symbol to mention a user in the description, rich text custom field or comments sections of a point card to send a notification.
- How to setup a yacht refit siteStuart gives you some tips on how to setup your yacht work list site for a refit.
- How to Change the Site NameAdmin Users can change the site name. Contact us to change the account name, add new sites or change the site plan on an existing site.
- How to Add Photos, Videos & DocumentsAll users can add documents and media files, including 360 photos.
- How to Change Your AvatarAdd your photo to your profile to make it unique and recognisable.
- How to Make Bulk ChangesAdmin and Normal users can use the bulk changes feature to make changes to many points at once.
- How to Add & Edit AssigneesAssign one or more people to a work list point who are responsible for ensuring the point is completed.
- How to Copy & Move PointsAdmin and Normal users can copy points from one site to another. Admin users can also move points.
- How to Track CostsAdmin users can add cost custom fields and hide these from users who don't need to see sensitive information.
- How to Add & Edit Pin LocationsHere's the quick video for learning how to add and edit pin locations on the site plan.
- How to Change or Reset Your PasswordReset your password from the web app if you've forgotten it.
- How to Manage TagsAdmin users can add tags as a way to categorise work list points and limit what points users on the site can see.