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…

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…

Overview This tutorial explains how to create and edit a pipeline. Setup Videos Click here to watch setup videos 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…

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…

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 be useful for either billing purposes, tax deductions,…

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…

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…

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…

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…

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…