Steps to Create a New Project
Step 1: Start Project Creation and Configure Settings
Open the Filio Web App, navigate to the User Page, and click the “New Project” button. Configure the initial settings:
– Select Account: Choose the account for the project (defaults to your own, or select another if you have permission).
– Set Status: The project status defaults to “Active” but can be adjusted if needed.
– Default Project (Optional): Choose a Default Project to copy its settings, users, and groups (Filio now has the ability to set up multiple default projects).
Note: Check “Use default project settings and skip the next step” to bypass user/group assignments if a Default Project is selected.
– Office (optional): Assign an office to organize your project by location.
Step 2: Enter Project Details
Provide the essential details for your project.
– Project Name: Enter a unique, mandatory name for your project.
– Description: Add an optional description to clarify the project’s purpose.
Step 3: Add Users or Groups
Assign team members to your project (skipped if you checked “Use default project settings” in Step 1).
– Your user is added automatically.
– Individual Users: Search and select additional users by name or email.
– Groups: Search and select groups created in the User Page for faster team assignments.
– Import Option: Click the “Import” button to quickly add users or groups from a Default Project or predefined list.
Note: If a Default Project was selected, its users and groups are added automatically.
+ Learn more about adding users, groups, and setting up default projects.
Step 4: Set the Project Location
Define the project’s location on the map.
– Place Marker: Click or tap to set the marker (the first click places it, then drag to adjust or enter coordinates manually).
– Optional Features:
– Add Geofences by drawing polygons for virtual boundaries (used for mobile tracking and statistics).
– Upload Layers (GeoJSON, KML, KMZ) for custom map elements.
– Upload Plan Sheets (images or PDFs) for maps or floor plans.
Note: These features are optional and can be added based on project needs.
+ Learn more about adding Geofence, Layers, upload Plan Sheets, and how to manage them.
Step 5: Finalize and Create
Click “Finish” to complete the project setup.
The project is added to your User Page project list, with all settings, geofences, layers, and plan sheets saved automatically.
Tips and Warnings
- Use a clear, descriptive project name for easy identification.
- Select a Default Project to streamline setup for similar projects.
- Use the “Import” button to quickly add teams from predefined lists.
- Test the marker placement in different map views for accuracy.
- Ensure you have permission to use the selected account or Default Project.
- Double-check user/group assignments and location settings to avoid errors.
- Verify optional features (geofences, layers, plan sheets) match project requirements.
Start Your New Project in the Filio Web App Today
