Vitals contain important information about the project that can be referenced from anywhere in the project.
What are Vitals?
Vitals are key pieces of information that can be easily accessed and referenced in a project. Vitals should reflect crucial information that your team wishes to access quickly and frequently —information like SOL dates or total medical bill amounts.
Vitals are customizable by project type, and the information there can be pulled from any field within a project section. Vitals can be edited and ordered in the Customs Editor.
Vitals can be viewed in two places:
- the Vitals bar in the project header shows the project tags and the first five vitals
- the Vitals flyout opens on the right hand side and shows all project tags and vitals, allows the user to subscribe to the project, and permits project admins to enable texting for the project
The Vitals bar and the Vitals flyout can both be opened and closed independently, meaning that you can opt to have both the bar and the flyout open, or keep the Vitals bar open and open the flyout only when additional information is needed—or any combination of the two.
To open the Vitals bar, click the arrow to the right of the Vitals button. The Vitals bar remains in place as you navigate throughout the project. Click the arrow again to close the Vitals bar.
The Vitals bar opens across the top of the project, and includes all project tags and the first five vitals. Project tags can also be edited here—click Edit to add or remove project tags.
The bar does not include additional vitals or the information in the flyout’s Details and Settings tabs.
To open the Vitals flyout, click the Vitals button in the top right corner. This flyout remains in place as you navigate throughout the project. To close the flyout, click the “X” at the top right of the flyout or click on the Vitals button again.
The Vitals flyout shows the project tags and all vitals, displays general project information, and allows the user to subscribe to the project. A project Admin can also enable texting for the project here.
Project tags can be viewed and edited at the top of the vitals flyout. Click Edit to add or remove project tags. Learn more about tags.
The Vitals tab displays all vitals selected for this project type.
The Details tab displays information about the project, including its:
- Org Name
- Org ID
- Project Type
- Project Email Address
- Texting Number
In this tab, project Admins can also edit the project’s email address by clicking the pencil next to the email, and add a texting number to the project by clicking Add Text Number.
In the Settings tab, users can choose to subscribe to the project to receive project notifications in their own feed.