Field teams have a lot of people working on multiple tasks to complete a project. With so much going on, it can be easy for information to get lost or communication to be broken when people aren’t on the same page during a project.
In Fieldlens by RedTeam, users can add people to a project straight from the application and update each party on project information in real-time.
Adding people to a project using desktop
To add someone to a project, users first need to be in the dashboard of the specified project. Then users need to click on the “people” tab that, when clicked, all the individuals currently added to the project will be displayed
To add more people to the project, click “+ Add People to Project” in the upper right-hand corner. There are two ways to add people to a project. The first is by searching for the person’s name within Fieldlens if they are an active user. The second is to add the person’s email if they aren’t a Fieldlens user. It’s that simple.
Once someone is added to a project, a welcome email message will be sent to them, including instructions on how to join the project. The welcome message is also customizable if any edits or additions are needed.
Users can then add an optional profile for the added individual, including their name, email and company name.
Adding people to a project using the mobile app
Adding people using the app on a mobile device is just as easy. Users simply click the “people” tab at the bottom right-hand corner of the app, click the plus sign at the top right corner and search for the person’s name or type in their email.
Once a person is added, they’ll have to finish the process by registering themselves to access Fieldlens fully.
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Frequently Asked Questions
Q: How do I add people to a project in Fieldlens by RedTeam using a desktop?
To add someone to a project in Fieldlens using a desktop, navigate to the project’s dashboard and click the “people” tab. Then, click “+ Add People to Project” in the upper right-hand corner. You can add people by searching for their name within Fieldlens or by entering their email if they aren’t an existing user. The added person will receive a welcome email with instructions to join the project.
Q: How do I add people to a project in Fieldlens by RedTeam using a mobile app?
Adding people to a project using the Fieldlens mobile app is straightforward. Click the “people” tab at the bottom right-hand corner of the app, then click the plus sign at the top right corner. Search for the person’s name or enter their email. The added person will need to complete the registration process to access Fieldlens fully.
Q: Can I customize the welcome email sent to new project members in Fieldlens by RedTeam?
Yes, you can customize the welcome email sent to new project members in Fieldlens by RedTeam. After adding someone to a project, a customizable welcome message will be sent to them, including instructions on how to join the project.
Q: What details can I add to a new member’s profile in Fieldlens by RedTeam?
When adding a new member to a project in Fieldlens by RedTeam, you can include their name, email and company name in their profile. This helps in maintaining clear records and facilitating better communication within the project.
Q: What happens if the person I want to add to a Fieldlens by RedTeam project is not an existing user?
If the person you want to add to a Fieldlens by RedTeam project isn’t an existing user, you can add them by entering their email address. They’ll receive a welcome email with instructions to join the project and complete the registration process.
Q: Can I add multiple people at once to a Fieldlens by RedTeam project?
While the blog post doesn’t specify adding multiple people at once, typically, project management tools like Fieldlens by RedTeam may offer bulk invitation features. For specific instructions, it’s best to refer to Fieldlens’ support resources or contact their customer support.
Q: Is it possible to remove someone from a Fieldlens by RedTeam project?
Yes, project admins can remove users from a Fieldlens by RedTeam project. This can be done through the project’s “people” tab, where all project members are listed. Simply select the person you want to remove and follow the provided options to remove them from the project.
Q: What are the benefits of using Fieldlens by RedTeam for project management?
Fieldlens by RedTeam facilitates real-time collaboration and communication among project team members, whether they are on desktop or mobile. It helps in reducing miscommunication, ensuring that all team members are updated with the latest project information and improving overall project efficiency.
Q: How do new members join a Fieldlens by RedTeam project after being invited?
New members join a Fieldlens by RedTeam project by following the instructions in the welcome email they receive after being added to the project. They need to complete the registration process to access all the features of Fieldlens and fully participate in the project.
Q: Can I track the status of invitations sent to new project members in Fieldlens by RedTeam?
Typically, project management tools like Fieldlens by RedTeam allow you to track the status of invitations. You can check whether the invitee has accepted the invitation and completed the registration process. For detailed tracking options, refer to Fieldlens’ support documentation.
