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Beginners: Intelligent Team Automation

Beginners: Intelligent Team Automation

Fulcrum launched a new Intelligent Team Automation framework in April 2022. This collection of articles describes how to utilize this new framework of inspection tasking and issue tracking.

18 articles
Kat Kim avatarK
Written by Kat Kim and Katie Briggs

Issues and Tasks Permissions

Learn how to set up Issues & Tasks permissions for your roles.
Kat Kim avatar
Written by Kat Kim. Updated over a week ago

Recurring Tasks

This article describes how to set up and manage recurring tasks.
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Written by Katie Briggs. Updated over a week ago

Dashboard

This article describes how to utilize the dashboard.
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Written by Katie Briggs. Updated over a week ago

Task Notifications

Task notifications help the task assignee know when a task is assigned so that they can plan their work and complete tasks efficiently.
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Written by Katie Briggs. Updated over a week ago

Managing the Task Backlog

This article describes how to manage your organization's backlog of tasks on the web.
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Written by Katie Briggs. Updated over a week ago

Schedule and Assign Tasks

This article describes how to schedule and assign tasks on the web using our Intelligent Team Automation workflow.
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Written by Katie Briggs. Updated over a week ago

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.
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Written by Katie Briggs. Updated over a week ago

Link an App to a Task

Use Task tracking in Fulcrum to have a user add or update a record in a custom Fulcrum app.
Kat Kim avatar
Written by Kat Kim. Updated over a week ago

Managing the Issues List

This article describes how to manage your organization's list of Issues on the web.
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Written by Katie Briggs. Updated over a week ago

How do I resolve an issue?

This article describes how to resolve an issue reported using the Issues module.
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Written by Katie Briggs. Updated over a week ago

How do I customize my Issue Types?

This article describes how to set up issue types for your organization.
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Written by Katie Briggs. Updated over a week ago

Public Issue Submission

This article describes how to set up your organization to allow issues to be submitted via public URL or QR code.
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Written by Katie Briggs. Updated over a week ago

Tasks in the Android App

This articles describes how to view and complete tasks in the Android app.
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Written by Katie Briggs. Updated over a week ago

Tasks in the iOS App

This articles describes how to view and complete tasks in the iOS app.
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Written by Katie Briggs. Updated over a week ago

Generate & View Task or Issue PDF Reports

This article describes how to generate a PDF report of your organization's tasks or issues.
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Written by Katie Briggs. Updated over a week ago

Report Issues via the iOS App

This article describes how to report an issue using the iOS app.
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Written by Katie Briggs. Updated over a week ago

Report Issues via the Android App

This article describes how to report an issue using the iOS app.
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Written by Katie Briggs. Updated over a week ago

How do I use the API with Issues and Tasks?

This article describes how to utilize Fulcrum's API with issues and tasks.
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Written by Katie Briggs. Updated over a week ago