Teamwork
Service Automation: Send Notification Setting
Understanding the Assigned To and Send Notification settings Notifications can be triggered to send to an individual or group each time a specified Service Template is created within a trip, as well as when changes are made to the trip, provided the ...
Configure Task Types and Task Lists
Configure Task Types Before creating task lists or an individual task, it's recommended that users add/update the task types to better categorize the to-do items across the organization. Task types are the various specific tasks that an organization ...
Upload, Share, and Manage Files
Files may be uploaded in association with a number of different records including: travel documents, expenses, training items, and more. This article will cover how and where to: upload files; edit file settings; manage all files; share files/relate ...