Activity Board App
This is a Glide app we built to help us keep track of our jobs and rental processes.
Using the App
Adding a new employee
- Open the app Activity board App
- Click the hamburger menu in the top left
- Click employees
- Click the + in the top right
- Add their name into the activity app, this can be first name, last name.
Starting a Job
This will be done when you begin picking the order.
- Open the app
- Click the + on the top
- Fill out remaining fields.
- Pick the Truck or Gear
- If its an Electric Package, check that button
Doing a Job
You'll use the app when you are checking an order in or out, it will guide you through the process.
- Go down the checklist in order.
Once you have finished a checkbox, check that box. Do not check the box before completing any task.
- Use 'Helpful Hints'
At the top there is a function to turn on helpful hints to guide you on how to do the task properly.
- Hide Prep tasks when completed.
Making Changes to the App
Adding new Items to the Checklist
This is a little bit of a process because you will need to make sure the progress bars continue to function normally.
- Add the new column and the new item in the proper area that you'd like it to be.
- Go into the Sheet of the Glide App and Navigate to the Prep Progress or Return Progress Section. You can use the search bar.
- Add it to each column that it applies to.
If your step only happens when the order is a Truck with Subrented Gear or Gear with Subrented Gear, you would add + YOUR STEP inside each column. If you use the exact name of the field, it will automatically select the right field.
- As you add that item to the calculation field, go back to the main screen and find the corresponding progress bar. Add one more to the maximum value.
This will make it so that it hits 100% at the correct moment.
- Repeat this with the other fields as many times as necessary.
Removing Items from the Checklist
- Delete item from the checklist. Remember what the field it's referencing is called.
- Go to the database and look for all uses of that item. You can search for the column, then click on it, then click Find All Uses.
- Go to each of these uses and delete it.
You may want to write down what progress bars you'll need to update (Gear or Truck, Subs or No Subs)
- Delete the Column in the Excel sheet to make this change permanent.
- Subtract 1 from each of the progress bars that you have noted.
Moving items in the checklist
This can be done by simply going into the glide app, finding the field on the left bottom side of the app builder, then dragging it to the correct position.
How to Fix Row Limit
- Go to the the google spreadsheet connected to the app Activity Board Sheet
- Select and Cut roughly 75% of the rows in Master Project Data. Do not include the header
- Paste the rows in the archive document Archive Document
- Login to glide and refresh the app