Project management
Guides on managing projects in Knowify. Scheduling, phase management, client communication, etc.
General
- How to build and share Daily Logs from the Knowify mobile app
- How to review and manage Daily Logs
- How to Delete Log Comments
- How to edit a contract job
- How to use the Coordination Hub in Knowify
- Managing contract jobs
Plan & Track
- How to review production tracking and daily logs from Plan & Track
- How to manage job progress
- What is the Associated Contract Item in each job phase?
- How to enable labor tracking
- How to disable labor tracking
- Production tracking
Analytics
- Downloading Job summary
- What does the Dashboard Overview display?
- What do the different dashboard charts mean?
- Additional dashboard cards [Enterprise plan]
- Dashboard Card - Contract Jobs Overview
- Dashboard Card - Contract Jobs Flow
Scheduling
- How to create and manage saved scheduling views
- Assignments VS Phases Using Knowify's scheduling tools
- How to schedule resources for non-consecutive days with assignments
- Hide resource on scheduling board
- Introducing the new scheduling experience
- How to view an employee's schedule
Reports
- Quoting Performance Report
- Tasks Report
- Job Tag Summary Report
- Export Users Report
- How to add a resource to a job as a project manager or sales lead
- How to get reports for a job
Job phases
Document management
- How to add, manage, and share documents for a job
- How to mark up plans and job photos in Knowify
- How to attach additional documents to an email
- How to create a folder [Growth and Enterprise plans]
- How to share documents / pictures with mobile user
- How to share documents / pictures with customers [Enterprise plan]
Subcontractor management
- How to log subcontractor costs in jobs
- Subcontractor reporting [Enterprise plan]
- Advanced subcontractor management [Enterprise plan]
- How to mark a vendor as a subcontractor
- How to delete a subcontractor PO
- Tracking a multi-line subcontract in Knowify
Customer portal
Task management
- Managing tasks
- How to add a new task
- How to assign a task
- How to edit a task
- How to mark a task as complete
- How to delete a task
RFIs & Submittals
- How to send and request submittals
- When to use RFIs [Growth and Enterprise plans]
- How to send an RFI
- How to delete an RFI
- How to extend the RFI's deadline
- When to use submittals [Growth and Enterprise plans]