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Create
Go to Manage To Dos > Create New To Do > Fill in details > Next > Design Form > Finish.
Yes, you can create a custom workflow for your guest by adding him as a user.
Click on New Booking > Enter Details > Select Template > Select Workflow > Add Asset > Next > Enter Details > Next. Adding workflows and other details are optional. You may also skip asset if the booking is not asset based.
Go to Manage Template> Create Booking Template > Add Booking Name > Submit.
Connect
Go to Insights >Job Progress > Click on Booking.
There is no time frame. You can access your stored data at any given point in time without losing it.
Collaborate
Go to Username > Settings > Assets > Create New > Add Asset Type > Add.
Yes, you can share documents over the chat.
You can add unlimited users and teams.
Go to Username > Settings > Users > Create New > Enter details > Add.
