Birdview Support
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Report generator — Data sources
Availability OverviewCustom reports, also known as Report generator, allow you to design and run a report of virtually any complexity. This section contains information about preset arrays of dat...
Custom form notifications
Availability Overview Custom forms have their own notification system integrated into the Birdview overall notification system. Therefore, before using notifications in custom forms you need to e...
Hubspot to Birdview Automation
In this article Automation Setup Scenario 1 Scenario 2 Scenario 3 Scenario 4 Automation Setup This integration allows you to create a link between your deals in Hubspot and your projects in Bi...
Company settings — Spaces
AvailabilityOverview A space is a working environment outside Birdview that allows departments, teams, or individuals in your organization to have their own settings, project...
Spaces — Introduction
AvailabilityOverview A space in Birdview is an independent working environment designed to cater to the unique needs of teams or departments. Spaces functionality allows stru...
Workload — Activity time editing
AvailabilityOverviewThe Workload report offers a handy way to control activity time, including start and end dates, duration, scheduled hours, etc. Operations explained below, save for setting a ti...
Reports screen
AvailabilityOverviewBirdview offers Report Generator, a powerful and versatile tool for creating, publishing reports on dashboard and printing them out, including to PDF or Excel. Report Generator...
Following and unfollowing tasks
Create a backup of Birdview prior to upgrading
The process of backing up Birdview consists of two steps: database backup and installation folder backup. To make a backup of your Birdview installation before upgrading it, follow the steps descri...
Updating activity status