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Thomas

Thomas Wallace

tom.wallace@resolutionapp.co.nz

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Thomas articles

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Create a Task

Published June 10th, 2025 by Thomas Wallace

Learn how to create a task and assign it to other farm users. Below we will show you the steps to do so, and explain each section of creating a task.   ‘Create’ Task Permission In order to create tasks, a user first needs to have the ‘create’ task permission enabled.      Steps to Create a Task - Mobile Select the blue plus sign on your screen. Sele

851 Views 2 min

Commenting on Records

Published January 19th, 2026 by Thomas Wallace

Learn how to add comments to records, and how the notifications will appear.   Steps to Add a Comment to a Record Identify the record you wish to add a comment on (using the filters if needed). Select the mail icon / comments text. Add your comment. Select the green tick / save.       Comment Notifications NOTE: It is important that users have notif

17 Views 1 min

How to Navigate Between Multiple Farms

Published January 19th, 2026 by Thomas Wallace

Learn how to move between or select multiple farms, if you have been added as a user to more than one farm.   Multiple Farms - Desktop At the top left of your screen, where it says your farm name or ‘All farms’ you can select this (the farm filter) to toggle which farm/s you wish to see data for. If all farms or multiple farms are selected, you will

14 Views 1 min

How to Search for Keywords & Numbers

Published January 20th, 2026 by Thomas Wallace

Learn how to use the search filter by typing in keywords or numbers to filter your timeline.   Steps to Search for Keywords / Numbers - Mobile From the records, tasks or timesheets page, select the magnifying glass icon / search button. Type in your keyword or number that would be found in the record or task description / content box. For example, y

15 Views 1 min

Snapping Tools

Published October 8th, 2025 by Thomas Wallace

Learn how to use the snapping tools, and the difference in keys when using an Apple computer and a Windows computer.   How To Use The Snapping Tools. From within the map editor, the Paddock Toolbox window on the right of the screen - Select either ‘Create’ or ‘Edit’. Select the ‘Instructions’ tab at the top of the map. Here you will see instructions

263 Views 1 min

How to Edit, Leave, Archive and Unarchive Chats

Published July 20th, 2025 by Thomas Wallace

Learn how to edit existing chats, leave chats and then with the correct chat permissions, archive and unarchive chats from your farm.   Steps to Edit Chat Firstly, you will need to either be an administrator of the chat, or have the chat ‘Manage’ permissions enabled.  From within the chat, select the settings icon in the top right hand corner. From

771 Views 1 min

Using the Filter by Date Function (Calendar Icon)

Published January 20th, 2026 by Thomas Wallace

Learn how to use the filter by date (calendar icon) to narrow down your timeline to selected dates.   How to use the Calendar / Filter by Date From the records, tasks or timesheets page, select the calendar icon. You will have 2 or 3 options to select from at the top of the page (this is explained below). You can select from a custom date range or a

14 Views 1 min

Long Press / Double Clicking Tags and Paddocks

Published January 20th, 2026 by Thomas Wallace

Learn about how you can long press (mobile) and double click (desktop) on tags and paddocks to quickly add them as a filter.   Long Press Tags and Paddocks - Mobile From your records or tasks page, you can press and hold on tags and paddocks, when they appear on the timeline, to add them as a filter. Identify the tag or paddock you wish to filter th

15 Views 1 min

Log Out and App Version Number

Published June 16th, 2025 by Thomas Wallace

Learn how to log out of your account and view what app version number you currently have installed.   Steps to Log Out - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Account’. Select ‘Log out'.     Steps to Log Out - Desktop Select ‘Account’ in the top right hand corner. Select ‘Log out'.     App Version Number On bot

828 Views 1 min

How to Add a Reminder to a Record

Published January 18th, 2026 by Thomas Wallace

Learn how to add reminders to both new records and existing records. This process is also the same for adding reminders to tasks.   Steps to Add a Reminder to a New Record Select create new record. After entering the record information, down the bottom, select add reminder. Select the users to be reminded. Choose your notification type (in app notif

17 Views 1 min

How to Change a Paddock Colour

Published January 18th, 2026 by Thomas Wallace

Learn how to change the colour of an existing paddock.  Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map Versions & Naming Map Layer   Steps to Change a Paddock Colour. From the Paddock Toolbox window on the right of the screen -

10 Views 1 min

Change Account Details

Published June 16th, 2025 by Thomas Wallace

Learn how to change your account details such as your profile picture and basic details.   Steps to Change Account Details - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Account’. Select ‘Profile’. Here you can change your profile picture, name, email, phone , job title and company. Select ‘Save’. Note - If you change

777 Views 1 min

How to Add a Reminder to a Task

Published January 18th, 2026 by Thomas Wallace

Learn how to add reminders to both new records and existing tasks. This process is also the same for adding reminders to records.   Steps to Add a Reminder to a New Task Select create new task. After entering the task information, down the bottom, select add reminder. Select the users to be reminded. Choose your notification type (in app notificatio

15 Views 1 min

Chat Full Walkthrough

Published September 10th, 2025 by Thomas Wallace

From getting started with user chat permissions, to creating your first chat and everything in between, here is the full walkthrough.   Click the links below to take you to our Chat micro lessons for more information and a written guide to each -  Getting Started Chat Permissions Create New Chats Basic Chat Functions Attach Records and Tasks to Chat

796 Views 1 min

How to Quick Search when Filtering by Tags

Published January 20th, 2026 by Thomas Wallace

Learn how to use the quick search function when filtering by tags.   Steps to Use Quick Search - Mobile From the records or tasks page, select the 'filter by tag' button. In the search box at the top of your screen, begin typing the name of a tag or tag category. Select your tag[s]. Select ‘Done’.     Steps to Use Quick Search - Desktop From the rec

15 Views 1 min

Match All Tags vs Match Any Tag

Published May 15th, 2025 by Thomas Wallace

Learn the difference between match all tags, and match any tag - when filtering your records or tasks timeline by tags.   Choosing between ‘Match All Tags’ or ‘Match Any Tag’ - Mobile and Desktop Navigate to the records or tasks page Select the tag filter At the top of your page, you will find the option between 'Match all tags' and ‘Match any tag’

859 Views 1 min

Change Password

Published June 16th, 2025 by Thomas Wallace

Learn how to change your password when logged into your Resolution app account. If you are logged out of your account, and have forgotten your password - click Forgotten Password .   Steps to Change Password - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Account’. Select ‘Change password’. Enter your current password.

812 Views 1 min

Editing Tags

Published May 13th, 2025 by Thomas Wallace

Learn how to edit existing tags within Resolution. Editing a tag WILL NOT delete any records and data under the original tag.   Steps to Edit a Tag - Mobile Select ‘more’ in the bottom right hand corner of your screen. Select ‘settings’. Navigate to the tags section Press the tag you wish to edit Here you can change the tag name, the tag category it

976 Views 1 min

Forgotten Password

Published June 16th, 2025 by Thomas Wallace

Learn how to reset your password if you have forgotten it and cannot access your account.   Steps to Reset Password - Mobile Select ‘Forgotten your password?’. Enter your email associated with the account. Select ‘Reset my password’. Select the link sent to your email and follow the instructions. Note: New password must be at least 6 characters long

774 Views 1 min

Public vs Restricted Tags

Published May 16th, 2025 by Thomas Wallace

Learn the difference between public and restricted tags. Learn about the different user permissions and how they affect visibility of both tags. Learn when you may wish to use a restricted tag.   Choosing between ‘Public’ or ‘Restricted’ Tags - Mobile and Desktop Navigate to your tag settings: Mobile: Select ‘more’, select ‘settings’, and select ‘ta

944 Views 1 min

Notifications

Published June 4th, 2025 by Thomas Wallace

Learn how to change your notification preferences with Resolution. You can toggle on or off many different notifications for both mobile push notifications and email notifications.   Steps to View Notification Settings - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Account’. Select Notifications. Here you can toggle o

1032 Views 1 min

Welcome Email And First Logging In

Published October 10th, 2025 by Thomas Wallace

Welcome, in this lesson, we start right from the beginning, receiving your first welcome email to Resolution and showing you how to log in for the very first time on desktop and the mobile app.   Welcome Email. After completing the sign up process and when your Resolution account is ready to use. You will receive an email from a Resolution staff mem

315 Views 1 min

How to Create and Print Reports

Published January 19th, 2026 by Thomas Wallace

Learn how to create reports and use the print function for your records and tasks. This can be done on mobile app or desktop.   How to Print All Records/ Tasks From your record or tasks page, select the printer icon. Select your format: PDF or Word Document. Select your map labels: Toggle on and off which map labels will be included in the report (N

14 Views 1 min

Commenting on Tasks

Published January 19th, 2026 by Thomas Wallace

Learn how to add comments to tasks, and how the notifications will appear.   Steps to Add a Comment to a Task Identify the task you wish to add a comment on (using the filters if needed). Select the mail icon / comments text. Add your comment. Select the green tick / save.       Comment Notifications NOTE: It is important that users have notificatio

17 Views 1 min

How to Delete Paddocks

Published August 31st, 2025 by Thomas Wallace

Learn how to delete existing paddocks, also understand how this will effect your farms records attached to those paddocks.   Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map Versions & Naming Map Layer   Steps To Delete A Paddock.

679 Views 1 min

Change Farm Details

Published June 16th, 2025 by Thomas Wallace

Learn how to change your farms details such as the farm name, type of farm, address, choose between four different area units (metres squared, hectares, square feet and acres) and length units (metres and feet).   Steps to Change Farm Details - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Settings’. Select ‘Details’.

1044 Views 1 min

Validate and Save Changes & Fixing Validation Errors

Published August 31st, 2025 by Thomas Wallace

Learn how to validate and save changes so that your new map goes live in the app. Also learn how to fix any validation errors that may appear.   Why You Received Validation Errors. Note - Paddocks with validation errors will be highlighted red on your map so you can easily identify them easily.  There are two types of validation errors you may recei

643 Views 1 min

Attach Records and Tasks to Chat & How to Create Records and Tasks from Chat.

Published July 20th, 2025 by Thomas Wallace

Learn how to attach existing records and tasks into the chat. Also learn how to create new records and tasks from existing chat messages.   Steps to Attach Record or Task to Chat Select the add attachment/paperclip icon to the right of ‘Write a message’. Select either ‘Attach a record’ or ‘Attach a task’. Scroll through the record or task timelines,

884 Views 1 min

Deleting Tags

Published May 14th, 2025 by Thomas Wallace

Learn how to delete tags from your farm. Also learn how to move tags to an archived tag category to avoid deleting records and data.  Note - Deleting a tag WILL NOT delete previous records with this tag attached to them, however it WILL remove your ability to filter records by this deleted tag.   Steps to Delete a Tag - Mobile Select ‘more’ in the b

851 Views 1 min

Copy a Record

Published June 7th, 2025 by Thomas Wallace

Learn how to copy all of the content, attachments, tags etc. of one record, into a new record. This is a useful tool for repetitive records such as drenching or compliance documents, where you can make minor changes to the information, without having to re-do the entire record.   Steps to Copy a Record - Mobile Navigate to the records timeline. Iden

921 Views 1 min

Copy a Task

Published June 10th, 2025 by Thomas Wallace

Learn how to copy all of the instructions, attachments, assignees etc. of one task, into a new task. This is a useful tool for repetitive tasks, where you can make minor changes to the information, without having to re-do the entire task.   Steps to Copy a Task - Mobile Navigate to the tasks page. Identify the task you wish to copy (using the filter

830 Views 1 min

Change Account Settings

Published June 16th, 2025 by Thomas Wallace

Learn how to change your account settings such as time format, language and landing page.   Steps to Change Account Settings - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Account’. Select ‘Settings’. Here you can change the -  Time format - Choose between a 12 hour time format or 24 hour time format. Language - There

715 Views 1 min

Delete Records

Published June 7th, 2025 by Thomas Wallace

Learn how to delete records from Resolution. Once a record has been deleted, it CANNOT be retrieved, so please be careful when deleting information.   Steps to Delete a Record - Mobile Navigate to the records timeline. Identify the record you wish to delete (using the filters if needed). Select ‘Edit’. Select ‘Delete’. Select ‘Delete’ once more to c

814 Views 1 min

How To Access Map Editor, Understanding Map Versions & Naming Map Version

Published August 13th, 2025 by Thomas Wallace

In this lesson, learn how to access the map editor. Learn what the different map versions are, the current one and the map history. Also learn how to name your new draft map layer.    Farm ‘Manage’ Permission Level Required. To access the farm map editor, you will need the farm ‘manage’ permission enabled.  You can only access the map editor on the

623 Views 1 min

Complete Tasks

Published June 17th, 2025 by Thomas Wallace

Learn how to complete tasks that have been assigned to you.   Steps to Complete Task - Mobile Navigate to the task page. Select ‘My tasks’. Identify the task you wish to complete (using the filters if needed). Select ‘Complete’. Add any information, such as completion notes, attachments, change the date completed if need be. Select ‘Complete’. The o

806 Views 1 min

How To Edit Paddocks

Published August 29th, 2025 by Thomas Wallace

Learn how to edit paddocks, where you can add more points, delete points, use the snapping tools, edit the paddock name, colour and effective area. Also how to move the paddock label.   Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map

694 Views 1 min

How To Generate Timesheet Reports

Published October 14th, 2025 by Thomas Wallace

Learn how to generate farm and user timesheet reports. You can include as many users as you want, select the date range and choose which file type to generate.    Timesheet ‘Create’ and ‘Approve’ permissions in relation to generating reports. If a user only has the timesheet ‘create’ permission enabled, they will only be able to generate timesheet r

293 Views 1 min

User Permissions

Published June 2nd, 2025 by Thomas Wallace

In this article, learn about the different user permission settings within Resolution. These settings dictate what features they have available within their Resolution account.   Steps to Access User Permission Settings - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Settings’. Navigate to the Users section. Either sel

1015 Views 2 min

Logging In as a New User

Published October 12th, 2025 by Thomas Wallace

Welcome, learn how to log in from the perspective of a new staff member added to a farm.   ‘You Have Been Invited To Join The Farm…’ Email. Once you have been added to a farm, you will receive an email from Resolution App with the subject ‘You have been invited to join the farm (farm name)’. Click on this. Here you will find instructions and links t

279 Views 1 min

Delete/ Remove Users

Published May 28th, 2025 by Thomas Wallace

Learn how to remove/ delete users from your farm.    Steps to Delete/ Remove a User - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Settings’. Navigate to the Users section. Select the user whom you wish to remove. Select the ‘Farm Access’ permission. Select ‘Revoke’. Note: Removing users won't delete or remove any of

821 Views 1 min

Export Map

Published June 3rd, 2025 by Thomas Wallace

Learn how to export your farms map out of Resolution.   Steps to Export Map - Mobile Select ‘more’ in the bottom right hand corner of your screen. Select ‘settings’. Select ‘Export Map’. Select "Download map version' on the map you wish to download. The most recent entry is your current map you are using. All other entries are previous map versions

1316 Views 1 min

How to Change Paddocks Effective Area

Published January 18th, 2026 by Thomas Wallace

Learn how to change the effective area of a paddock if it is less than the total area.     Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map Versions & Naming Map Layer   Steps to Change a Paddocks Effective Area. From the Paddock

11 Views 1 min

How to Edit Zoom Levels, Starting Position & Delete a Draft

Published August 29th, 2025 by Thomas Wallace

Learn how to edit your maps starting position (for when you log into Resolution and begin using the interactive map), edit your paddock label zoom levels, and delete the draft version of the map you are editing.   Farm ‘Manage’ Permission Level Required. To access the farm map editor, you will need the farm ‘manage’ permission enabled.  You can only

594 Views 1 min

How to Change a Paddock Name

Published January 18th, 2026 by Thomas Wallace

Learn how to change the name of an existing paddock.  Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map Versions & Naming Map Layer   Steps to Change a Paddock Name. From the Paddock Toolbox window on the right of the screen - Sele

11 Views 1 min

Chat Reactions

Published January 22nd, 2026 by Thomas Wallace

Learn how to react to messages within your chat groups.   How to React to Messages - Mobile Select your chat. Identify the message you wish to react to, press and hold on that message. Select from one of the preset emojis to react with, or select the plus sign to view all the emojis available to react with. Simply select an emoji, and now you have r

14 Views 1 min

Basic App Navigation

Published October 11th, 2025 by Thomas Wallace

Welcome to your new Resolution account! We are delighted to have you on board. A member of our Support Team will be in touch in the next two business days. However, if you want to get started now - Let's Do It!  Now that you have successfully logged in, let's learn the basic app navigation, where things are and the first steps you need to take.    M

319 Views 2 min

How to Print Farm Map

Published January 20th, 2026 by Thomas Wallace

Learn how to print your farm map into a PDF or word document.   How to Print Farm Map - Desktop Go to your Map page. Down the bottom, select the blue print button. Select from the options -  Format: Choose from PDF or Word document Map labels: Toggle on and off which map labels you would like printed on the map (Name, Area and/or Effective Area) Col

13 Views 1 min

How to Create and Print Reports

Published January 18th, 2026 by Thomas Wallace

Learn how to create reports and use the print function for your records and tasks. This can be done on mobile app or desktop.   How to Print All Records/ Tasks From your record or tasks page, select the printer icon. Select your format: PDF or Word Document. Select your map labels: Toggle on and off which map labels will be included in the report (N

13 Views 1 min

How to Use Jump to Date Filter

Published January 20th, 2026 by Thomas Wallace

Learn how to use the jump to date filter, where you can select a custom date or use a preset date option.   How to Use Jump to Date - Mobile From the records, tasks or timesheets page. Select the calendar icon with an arrow ‘Jump to Date’. To select a custom date, use the dropdown calendar to select a date. Or, you can select from a preset date (1 w

15 Views 1 min

Transfer Record to a Task

Published June 7th, 2025 by Thomas Wallace

Learn how to transfer a record and all of the information into a task.   Steps to Transfer a Record to a Task - Mobile Navigate to the records timeline. Identify the record you wish to transfer to a task (using the filters if needed). Select ‘Edit’. Select ‘Save as task’. Make any changes to the new task that you wish. Add an assignee and due date.

898 Views 1 min

Delete a Task

Published June 10th, 2025 by Thomas Wallace

Learn how to delete tasks from Resolution. Once a task has been deleted, it CANNOT be retrieved, so please be careful when deleting information.   Steps to Delete a Task - Mobile Navigate to the tasks page. Identify the task you wish to delete  (using the filters if needed). For an incomplete task: Select ‘Edit’. For a completed task: Select ‘View’

939 Views 1 min

Create New Chats

Published July 17th, 2025 by Thomas Wallace

Learn how to create new direct chats and group chats for your farm.   Chat Permissions In order to create new direct and group chats with other farm users, you will first need the chat ‘user’ and ‘create’ permissions enabled. You can then add other users to new chats, however those users must have chat ‘user’ permission enabled in order to use the f

816 Views 1 min

Additional User Settings

Published June 19th, 2025 by Thomas Wallace

Learn how to expand the user list to see all permission levels, how to search for users, the difference between active, invited and archived users, and how to reinstate a removed user.   Manage Farm Permission In order to access the user settings, a user will firstly need the farm manage permission enabled.     Steps to Access User Settings - Mobile

715 Views 1 min

How to Create a New Paddock

Published August 29th, 2025 by Thomas Wallace

Learn how to create a new paddock. Learn how to use all the tools including the snapping tools for more precision, how to name, colour and choose the effective area of your paddock.   Note - The permission levels required and how to access map editor instructions are in the previous lessons or click here How To Access Map Editor, Understanding Map V

603 Views 1 min

Chat Permissions

Published September 10th, 2025 by Thomas Wallace

Learn about the chat permission settings within Resolution. These settings dictate what chat features users have available within their Resolution account.   Steps to Access User Permission Settings - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Settings’. Navigate to the users section. Either select an existing user

971 Views 1 min

How To Split A Paddock

Published September 1st, 2025 by Thomas Wallace

Learn how to split a paddock. Your map WILL NOT validate if you simply try to create a new paddock over an existing paddock. Learn the two step process to split a paddock, and also learn what happens to the existing records when you split that paddock.   Note - The permission levels required and how to access map editor instructions are in the previ

758 Views 2 min

How to Edit Your Farms Base Map - Full Walkthrough

Published July 9th, 2025 by Thomas Wallace

Learn how to edit and change your farms map and paddocks. This is a full walkthrough from start to finish, there are other micro lessons within this module covering more specific components and features of the map editor for you to also view.   Click the links below to take you to our Map Editor micro lessons for more information and a written guide

1199 Views 1 min

Create a Record

Published June 6th, 2025 by Thomas Wallace

Learn how to create a record for your farm. Below we will show you the steps to do so, and explain each section of creating a record.   ‘Create’ Record Permission In order to create records, a user first needs to have the ‘create’ record permission enabled.        Steps to Create a Record - Mobile Select the blue plus sign on your screen. Select ‘Cr

1037 Views 2 min

Edit a Record

Published June 7th, 2025 by Thomas Wallace

Learn how to edit existing records within Resolution.   Record Permissions If a user only has the ‘Create’ record permission, they can only edit their own records. If a user also has the ‘Manage’ permission, they can edit all records.     Steps to Edit a Record - Mobile Navigate to the records timeline. Identify the record you wish to edit (using th

859 Views 1 min

Transfer Task to a Record

Published June 10th, 2025 by Thomas Wallace

Learn how to transfer a completed task and all of the information into a record.   Steps to Transfer a Task to a Record - Mobile Navigate to the tasks page. Identify the completed task you wish to transfer to a record (using the filters if needed). Select ‘View’. Select ‘Create record’. Make any changes to the new record that you wish including addi

908 Views 1 min

Creating Tag Categories

Published May 11th, 2025 by Thomas Wallace

Learn how to create tag categories for your farm. Similar tags can all be grouped under tag categories, such as the different ‘stock’ on your farm.   Steps to Create New Tag Categories - Mobile Select ‘more’ in the bottom right hand corner of your screen Select ‘settings’ Navigate to the tags section Select the plus sign in the top right hand corner

1160 Views 1 min

Getting Started (Chat)

Published September 14th, 2025 by Thomas Wallace

Learn how to ensure your app is updated to the latest version, how to then turn on the correct chat permissions (if you have the farm manage permission) so that you and the team can begin using chat.   Update Your App. Firstly, ensure Resolution is updated to the latest version. If you need an update, where the image is circled, it will say ‘Update’

1313 Views 1 min

Basic Chat Functions

Published July 20th, 2025 by Thomas Wallace

Learn how to use all of the tools and features within your chats. In the next lesson we will cover how to attach records and tags into chats, and create records and tags from chats.   Typing Written Messages Select ‘Write a message’ to type out a message to send to the chat.  You can copy and paste live links and URL's into messages. To send an emoj

854 Views 1 min

How To Create A Timesheet

Published October 14th, 2025 by Thomas Wallace

Learn how to create a timesheet.   ‘Create’ Timesheet Permission In order to create timesheets, a user first needs to have the ‘create’ timesheet permission enabled.      Steps to Create a Timesheet - Mobile Select the blue plus sign on your screen. Select ‘Create Timesheet’. Or - If you are on the timesheets page, press and hold the blue plus sign.

282 Views 1 min

Copy Records and Tasks to Another Farm

Published June 20th, 2025 by Thomas Wallace

Learn how to copy records and tasks from one farm to another.   Permission Levels With the farm manage permission enabled, you can copy all records and tasks to another farm that you have access to. Without the farm manage permission, you can only copy records or tasks that you have created to another farm that you have access to.   Access to Differ

787 Views 1 min

How To Approve Timesheets

Published October 15th, 2025 by Thomas Wallace

Learn how to approve timesheets, you can also edit other users timesheets before approving them.   Permissions Required. In order to approve timesheets, you will need the ‘Approve’ timesheet permission enabled.  This will also allow you to view all timesheets and edit other users timesheets.     How To Approve Timesheets - Desktop Click on “Timeshee

284 Views 1 min

Edit a Task

Published June 10th, 2025 by Thomas Wallace

Learn how to edit both incomplete and complete tasks.   Task Permissions If a user only has the ‘Create’ task permission, they can only edit their own tasks. If a user also has the ‘View all’ task permission, they can edit all tasks.     Steps to Edit a Task - Mobile Navigate to the tasks page. Identify the task you wish to edit (using the filters i

816 Views 1 min

Add New Users

Published May 27th, 2025 by Thomas Wallace

Learn how to easily add new users to your farm and manage their access and permissions effectively.   Steps to Add a New User - Mobile Select ‘More’ in the bottom right hand corner of your screen. Select ‘Settings’. Navigate to the Users section. In the top right hand corner, select Invite User icon. Enter their first and last name. Ensure you have

817 Views 1 min
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