Events
Create events, assign teams, and track progress.
16 articles
- Creating a rework from an eventHow to create a rework from an event, choose a reason, and find reworks linked to the original event.
- What is an event?How events work in Vantage and how they relate to your clients and projects.
- Creating an event inside a projectHow to add an event directly from a project in Vantage.
- Creating an event from the Events pageHow to add an event directly from the Events page in Vantage.
- Adding equipment to an eventHow to assign equipment to events and keep track of what each job needs.
- Assigning your team and vendors to an eventHow to add installers and vendors to an event and set a lead installer.
- Understanding event statusesWhat each event status means and how statuses change as work progresses.
- Confirming events with your team and vendorsHow to use scheduling status to track whether events are confirmed with clients, vendors, and your team.
- Adding tasks to an eventHow to attach a task list to an event and manage individual tasks.
- Uploading docs and photos to an eventHow to attach documents and photos to an event in Vantage.
- Mentioning users in commentsHow to tag users and vendor companies in comments to notify them directly.
- Related eventsHow to see other events connected to the same project, client, and location.
- Using saved views on the Events pageHow to create, manage, and share saved views on the Events page.
- List view vs calendar viewHow list view and calendar view work on the Events page.
- Completing an eventHow to submit the completion report and send an event for approval.
- Approving a completed eventHow to review and finalize an event after the completion report is submitted.