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Appointments & calendar 4 steps ~20 minutes

How do I organise a day of field work?

From the appointment to the notes, the files and the next steps.

  1. 1
    The appointment Office Owner Office administrator Project manager Technical staff Secretariat

    Book Field work on the project, with a category, a location and an assignee.

    In «New appointment» you choose an office appointment or field work, write the subject, date and times, and assign it to a member, with a customer and a project if you wish.
    Daily › Appointments › New appointment
    Guide: How do I book office appointments and field work?
  2. 2
    Field work notes Office Owner Office administrator Project manager Technical staff Secretariat

    After the visit, type or dictate what you saw and measured.

    Guide: How do I book office appointments and field work?
  3. 3
    Photos and files Everyone

    Upload the photos on the Photos tab of the project, from your phone too; they are the same files in ErgoCloud.

    Guide: How does ErgoCloud, the office's files, work?
  4. 4
    Next steps Everyone

    Turn whatever is left to do into a task, with a deadline and an assignee.

    In «New task» you write a title and notes, and set the priority, the owner, the project and the due date.
    Daily › Tasks › New task
    Guide: How do I record, assign and tick off tasks?
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