How to: Region, Projects, & Areas

When creating and naming new regions, projects or AOIs it is best to talk with your company and team about how they wish to set up the organization for maximized workflow. We suggest the simpler the better. This way there is no question on how your working area is set up.

Adding a Region.

Select the plus sign icon.

Labeling the New Region.

To edit the label of an area, click next to the name you want to change and then the option to rename appears.

Deleting a Region.

Double click the trashcan icon to confirm deletion.

Opening a Region.

Select the name of the region you want to open.

Adding a Project.

Select the plus sign icon.

Opening a Project.

Select the name of the project you want to open.

As with Areas, edit the label by clicking next to the name and delete by double-clicking the trashcan icon.

Adding an AOI.

Select the plus sign icon.

Labeling an AOI.

Fill in name, assigned user, status, state, county, location, and acres into the prompted areas.

When you are filling out the drop-down menu for "Status" there are a few different options to help indicate which step in the process you are in.

As with Areas and Projects, you can edit the label by clicking next to the AOI name and delete by double-clicking the trashcan icon. This will delete your flowchart.

Now you are able to enter the AOI you created and start building your flowchart.

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