Fulcrum

Learn how to set up Issues & Tasks permissions for your roles.

Issues and Tasks Permissions

This article describes how to set up and manage recurring tasks.

Recurring Tasks

This article describes how to utilize the dashboard.

Dashboard

Task notifications help the task assignee know when a task is assigned so that they can plan their work and complete tasks efficiently.

Task Notifications

This article describes how to manage your organization's backlog of tasks on the web.

Managing the Task Backlog

This article describes how to schedule and assign tasks on the web using our Intelligent Team Automation workflow.

Schedule and Assign Tasks

This article describes how to set up task types and checklists for your organization.

How do I customize my task types and set up default checklists?

Use Task tracking in Fulcrum to have a user add or update a record in a custom Fulcrum app.

Link an App to a Task

This article describes how to manage your organization's list of Issues on the web.

Managing the Issues List

This article describes how to resolve an issue reported using the Issues module.

How do I resolve an issue?

This article describes how to set up issue types for your organization.

How do I customize my Issue Types?

This article describes how to set up your organization to allow issues to be submitted via public URL or QR code.

Public Issue Submission

This articles describes how to view and complete tasks in the Android app.

Tasks in the Android App

This articles describes how to view and complete tasks in the iOS app.

Tasks in the iOS App

This article describes how to generate a PDF report of your organization's tasks or issues.

Generate & View Task or Issue PDF Reports

This article describes how to report an issue using the iOS app.

Report Issues via the iOS App

Report Issues via the Android App

This article describes how to utilize Fulcrum's API with issues and tasks.

How do I use the API with Issues and Tasks?

This article describes how to use the importer to bulk import tasks and issues.

Can I import Tasks and Issues?

This article describes how to use the exporter to bulk export tasks and issues.

Can I export Tasks and Issues?

Katie Briggs

Kat Kim

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.