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Knowify Tips & Updates
by Caleb Henry
We wanted to share a couple of quick updates on Knowify.
MANAGERS:
Scheduling Filters: What You Need to Know
If jobs have been disappearing from your schedule board, your saved filters may be the culprit. Here's the short version of what we discovered:
Knowify's saved filters work as "AND" filters, meaning every condition must be true for a job to show up. If your filter is set to display both your team and only jobs where you're listed as Project Manager, any job where you aren't the assigned PM simply won't appear - even if it's scheduled and active.
When we tested this by removing the filters, we found several jobs that team members had tried to re-add, not realizing they were already on the schedule.
Going forward, saved filters should only be used to filter by crew/resources - not by Project Manager. If your schedule ever looks incomplete, that's the first place to check.
ALL ProTecians:
App Performance: We're On It
A number of you have reported spinning screens and sluggish load times in Knowify, and we want you to know we're actively working on it. We've been in ongoing communication with the Knowify team and have also made some adjustments on our end that we believe should help. A recent update was released to stabilize things in the short term, with a more polished version coming down the road.
We know it's not perfect yet, and we appreciate your patience. The more information we have, the faster we can get things resolved - so if you run into any spinning, delays, or anything else that feels off, please jot down what you were doing and grab a screenshot if you can. Reach out to IT, or contact Caleb or Samantha directly.
No issue is too small - your feedback is what drives these improvements.
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