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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.

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17 articles in this collection
Written by John Nelson and Katie Briggs

How do I enable Tasks and Issues (Intelligent Team Automation) for my organization?

Fulcrum’s Intelligent Team Automation features for inspection tasks and issue reporting are not automatically enabled for existing orgs.
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Written by John Nelson
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.
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Written by John Nelson
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