1slate how-to videos
How to add tenements in 1slate
This short video shows you how to add permits into 1slate to create a permit list with all the details for your tenements. This can either be done manually by entering the details yourself, or a quicker, easier and more accurate way is to enter the permit numbers and conduct a search and 1slate will automatically input all the relevant data for you from public reports.
How to add a task in 1slate
Once you’ve added your tenements, you can then add tasks to your tenements. This short video shows you how to quickly create automatic, reoccurring tasks like rent, reporting and more using 1slate’s automations. It also explains how to create your own tasks manually.
Viewing and completing tasks in 1slate
In 1slate you can easily view your tasks and also compelte them. This video walks you through your homepage and how it gives you an overview of all of your tasks that are upcoming and overdue on a permit.
How to attach a document in 1slate
In this short video we show you how in just a few clicks you can upload documents, attaching them to a particular task for safe keeping, reference and viewing in 1slate, or later retrieval by downloading if required. We also run you through uploading more overarching files to your database that aren’t assigned to a particular task.
How to attach a document to a task in 1slate
1slate allows you quickly and easily attach documents to a specific task, from invoices and receipts to reports or renewal application for easy retrieval later. Documents in many different file formats – from Excel, image, PDF to Word Documents – can all be attached. This video also show how you can view or download these documents when required.
How to create a report in 1slate
This video shows you how to use 1slate’s intuitive, inbuilt report function and output your reports as a CSV or PDF file. In 1slate, you can quickly and easily make tenement summary reports, upcoming task reports and many more.
How to add and change users in 1slate
This short video shows you how to easily add, remove and set up users: Admin users have full access and can add and remove users, Creator users can make changes to the database but cannot add or remove users, and a Read-Only user can view the database but not make any changes.
How to ask for help in 1slate
In this brief video, we show you how to ask for help while in the 1slate interface. You can type your questions into our chat function and receive tailored and timely support from our support staff.
How to view who has made changes in 1slate
Islate lets you see who has made changes and the changes they have made via a changelog, helping you keep track of all the actions your team has performed in 1slate.
