UpKeep Asset Operations

How to Docs for things such as Settings, Checklist, Files etc.!

Other UpKeep How To's

Spanish, German, Arabic and more languages to come!

How to set your Language in UpKeep

This doc will show you how to change or set the currency in your UpKeep account

How to Change the Currency in UpKeep

Learn to add or edit your company’s information to include address, number, website, and even company logo!

How to Edit Company Profile Information

Learn how to change your Date and Time settings.

How to Change your Date Format and Time Zone

Learn how to set company-wide settings such as language + currency

How to Set Company-wide Settings

List of Valid Timezones

How to use Tags for your files

UpKeep Account Settings

Quick Demonstration over checklist basics

Video - Creating Checklist Templates on Web Application

Learn to create reusable checklists/checklist tasks and add them to work orders!

How to Create and Add Checklist Templates

You can add and remove tasks to any checklist template

How to Edit a Checklist Template

Bulk import your lists of sub-tasks or checklist items that should be included in your team's work orders

How to Import or Update Task Checklists

Learn how to update your checklists via CSV.

How to Export/Update your Checklists

Automatically create checklists by uploading your operating manual files

Checklist Smart Imports

Learn how to automatically create checklists that keep your team organized and on track.

How to Use the AI Checklist Generator

Learn how to lock checklist tasks to be assigned to specific users

Using Restricted (Locked) Tasks for Accountability & Compliance

Learn how to create conditional logic tasks for smoother checklists with more direct follow up

Conditional Logic Tasks

Learn how to require individual tasks (and task inputs) before a work order can be completed.

Use required tasks in checklists and work orders

Checklists

Answers to some questions around UpKeep Preventive Maintenance Module to optimize your PM Triggers

Preventive Maintenance Frequently Asked Questions (FAQs)

UpKeep FAQs and Support Troubleshooting Tips

Try some of our general troubleshooting tips to see if your issue can be quickly resolved!

Easy Steps to Identify a Browser Cache Issue

The Low Down on the Awesome Support team and how to contact us

UpKeep Technical Support Information

What to check when you team says they can see the work they need to

Why cant any of my users (workers) see their work?

Troubleshooting

Answers to some of the questions we here the most

Technical Supports FAQ's

CMMS or Computerized Maintenance Management System Explained!

What is a CMMS?

Purchase an UpKeep Subscription

How can I use Upkeep to get better reporting for my facility?

ISO 27001, PCI Level 1, HTTPS Encryption, DDOS Mitigation, Authentication, Application data snapshots, and more

How secure is my data on UpKeep?

Some Frequently Asked Questions about your data and storage

FAQ About Data Storage

FAQs

Learn to set up custom automated workflows to double productivity and efficiency!

How to Set and Manage Automated Workflows

To show you how to set and manage different types of automated work flows

Video - How to Set and Manage Automated Workflows

This library is to help automate tedious tasks and expedite the most important ones! Check out the top 5 workflows from various industries!

Workflow Library

Facilities Management Workflows

Restaurant Management Workflows

Manufacturing Management Workflows

Fleet Management Workflows

Top 5 workflows for hospitality-hotel management

Hospitality - Hotel Management Workflows

Equipment Management Workflows

Property Management Workflows

Automated workflows and Types of Industry Workflows

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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