Events
Create events, assign teams, and track progress.
14 articles
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.
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.