Groups overview

Created by Lachlan Robbie, Modified on Tue, 06 Jun 2023 at 02:03 PM by Lachlan Robbie

Projects, locations or teams that are grouped together, inside a company's Docketbook.


Examples: East Coast (Location), New Hospital (Project), Phase 4 Elizabeth Street (Job/Site), etc.


 


Groups.png


 


Managing multiple projects and teams can be difficult, which is why Docketbook created groups, to distinguish different groups of people and places from each other. All Orders, Jobs and Dockets can be contained under different groups giving the ability to assign different docket templates or contact lists to each group, report across specific projects, and control different levels of user's accessibility.


 

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