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Company settings - Access levels (part I)
Availability An access level has two sides to it. On the one hand, it defines permissions a user of the system enjoys as he or she uses it, and, on the other hand, an access level comprises a set o...
Activity center - Customization
Availability Overview This article guides you through the customization options in the Activity center to enhance your work experience. Learn how to tailor your view by toggling the displa...
Company settings - Access levels (part II)
Availability Overview This article provides a comprehensive guide on managing access levels in Birdview. From creating new access levels to deleting existing ones, each step is outlined to...
Activity center - Grouping
Overview You can group activities displayed in Activity Center so that all of them are shown as belonging to their respective project. As a result, a project tree emerges with activities being smal...
Company settings - Access levels (part III)
Overview Built-in access levels in Birdview are essential roles within the system. While they cannot be deleted, you may not necessarily use all of them in every project. However, they remain fund...
Job roles vs. access levels
Q: What are the differences between a job role and an access level? A: When setting up a project and building a project team, you first put together a list of jobs or positions that the team member...
Activity center - Problem & trouble indicators
Overview Monitoring problems and risks in projects is extremely important. Issues and risks are a normal part of any project. Birdview has a sophisticated system that keeps an eye on problems and w...
Activity center - Batch operations
Availability Overview In Activity center, you have the capability to perform bulk edits or batch operations, allowing you to apply the same action to multiple projects or activities simult...
Company settings - Custom fields
Overview In addition to space-specific custom fields, you may want to have an opportunity to create sharable, "global" custom fields, which can then be imported into respective spaces. Custom fiel...
Company settings - Custom field entities & types
Availability Overview Custom fields cannot be created without linking them to a Birdview entity, be it project, task, time entry, etc. There are currently ten entities that custom fields...