EnviroAutomate

Standard Operating Procedure (SOP) for creating a new project with details, timeline, task defaults, and site assignments

Creating a Project

Editing the General tab on a Project - name, code, client, status, timeline, defaults for newly attached sites, and the per-site assignments of fieldwork tasks, technicians, client reports, writers and…

Projects: General Tab

How to view all records linked to a project including fieldwork tasks, client reports, and other associated entities

Projects: Related Records Tab

How to view all sites associated with a project in a searchable table

Projects: Sites Tab

How to manage and upload documents associated with a project

Projects: Documents Tab

Trin Murphy

Working with Projects — creating and editing project records that group sites, fieldwork and reports for a client engagement, including each tab on the Project edit page.

Projects

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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