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1 - Overview of Project Management Settings

Overview This tutorial provides a general overview of the project management settings available to you. Refer to the specific tutorials relevant to the settings for more detailed information. Video Tutorials Explanation of Project Management Settings Manage…

2 How to be Notified of Project or Task Deadlines

Overview This tutorial explains how to be notified of project or task deadlines How to Enable Automatic Text Message or Email Notifications for Project or Task Deadlines Click here for a tutorial on how to setup text message notifications of project or task…

3 How to Create/Edit A Pipeline

Overview This tutorial explains how to create and edit a pipeline. Table Of Contents What is a Pipeline Different Types of Pipelines How to Enable a Type of Pipeline How to Create/Edit a Pipeline How to Add Pipeline Stages To a Pipeline Pipeline Setup Options…

4 How to Create/Edit Drivers

Overview This tutorial will show you how to create and edit a driver. Drivers are used in mileage tracking to identify who drove the vehicle. A driver must be associated with an StudioCloud login employee. How to Create a Driver Open and login to StudioCloud…

5 How to Create/Edit Mileage Logs

Availability Subscription: Any Paid Subscription Overview This tutorial will show you how to create and edit mileage logs. In addition, it includes a breakdown of mileage log fields as well. Mileage logs are used to track the distance you traveled which can…

6 How to Create/Edit Mileage Types

Overview This tutorial will show you how to create and edit mileage types. Mileage types are used in mileage tracking to identify what the type of trip. Examples of mileage types are business, charitable, medical, moving, personal, etc. How to Create a Mileage…

7 How to Create/Edit Saved Tasks for Products, Services, and Packages

Overview This tutorial explains how to create saved tasks for products, services, and/or packages. How to Create/Edit Saved Tasks for Products, Services, and Packages Click on the Workflow component Click on the Settings tab Click the Tasks For Ordered Items…

8 How to Create/Edit Vehicles

Overview This tutorial will show you how to create and edit a vehicle. Vehicles are used in mileage tracking to identify which vehicle was used for the mileage log entry. How to Create a Vehicle Go to the Project component Click on the Settings tab Click…

9 How to Create/Edit/Use a Saved Task Lists

Overview Saved Tasks are tasks designed to be used over and over again without having to reenter the task information. How to Create/Edit Saved Task List Click on the Workflow component Click on the Settings tab Click the Manage Saved Tasks List button Click…

10 How to Enable/Disable Pipelines

Overview StudioCloud supports the following pipelines: Lead Pipelines, Session Pipelines, Order Pipelines, Job Pipelines, and Task Pipeline. Most businesses will only use a limited number of pipelines to manage their workflow. The project management settings…