Set-up and Customisation
How to create a custom Kanban/Card View
1. View more options using this dropdown. 2. Create a customised Kanban view to tailor job tracking to your needs 3. Choose a field to organise your Kanban board 4. Categorise your Kanban view by property type to view Jobs by Property type 5. Choose ...
How to Customise Canvas Views in CrewDone
1. Start by selecting the a module that you would like to customise: 2. Click on on the detailed view of the card: 3. Navigate to the bottom of the detailed view and click edit: Please note that you will not be able to edit the CrewDone canvas view ...
How to Customise Fields in CrewDone
1. Identify the module and fields you would like to customise 2. Go to Modules and Fields to customise the fields 3. Select the module name 4. Select the layout 5. Select the field you would like to add 6. Edit the field name 7. Drag additional ...
How to Create an Email Signature in CrewDone
1. Head to system settings to setup your email signature 2. Select Email under Channels to manage email options 3. Click Add New Signature 4. Pick the sender address so the right signature appears on your emails 5. Use the formatting toolbar to ...
How to manage users
1. Click the Settings icon to access system and admin options 2. Navigate to Users under the General section to manage user accounts 3. Use the dropdown to switch between user accounts 4. Click New User to add someone to your team 5. Enter the new ...
How to Delete Recurring Meetings
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How to Edit Dashboard Items
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