Intelligent Team Automation (Tasks and Issues)
This collection of articles describes how to utilize the Intelligent Team Automation framework of inspection tasking and issue tracking. Tasks and Issues can be enabled for your organization by contacting support@fulcrumapp.com.
Issues and Tasks PermissionsLearn how to set up Issues & Tasks permissions for your roles.
Recurring TasksThis article describes how to set up and manage recurring tasks.
DashboardThis article describes how to utilize the dashboard.
Task NotificationsTask notifications help the task assignee know when a task is assigned so that they can plan their work and complete tasks efficiently.
Managing the Task BacklogThis article describes how to manage your organization's backlog of tasks on the web.
Schedule and Assign TasksThis article describes how to schedule and assign tasks on the web using our Intelligent Team Automation workflow.
How do I customize my task types and set up default checklists?This article describes how to set up task types and checklists for your organization.
Link an App to a TaskUse Task tracking in Fulcrum to have a user add or update a record in a custom Fulcrum app.
Managing the Issues ListThis article describes how to manage your organization's list of Issues on the web.
How do I resolve an issue?This article describes how to resolve an issue reported using the Issues module.
How do I customize my Issue Types?This article describes how to set up issue types for your organization.
Public Issue SubmissionThis article describes how to set up your organization to allow issues to be submitted via public URL or QR code.
Tasks in the Android AppThis articles describes how to view and complete tasks in the Android app.
Tasks in the iOS AppThis articles describes how to view and complete tasks in the iOS app.
Generate & View Task or Issue PDF ReportsThis article describes how to generate a PDF report of your organization's tasks or issues.
Report Issues via the iOS AppThis article describes how to report an issue using the iOS app.
Report Issues via the Android AppThis article describes how to report an issue using the iOS app.
How do I use the API with Issues and Tasks?This article describes how to utilize Fulcrum's API with issues and tasks.
Can I import Tasks and Issues?This article describes how to use the importer to bulk import tasks and issues.
Can I export Tasks and Issues?This article describes how to use the exporter to bulk export tasks and issues.