Quick Start Guide
This guide walks through the basics steps to quickly start using illu on Desktop
Start by accessing illu through the web app or on your mobile device:
If you are the first person in your team to try out illu. You can create an organization to start a free trial. You must complete this step through the website at app.illu.works. Note: The person who creates the organization will be automatically set as an Admin and have the ability to manage Users and Billing for the organization.
- 2.After creating your individual account, you will be taken to this page - Please select
- 3.Once you have named your organization and hit submit, you are good to go! You will be taken to your organization dashboard and ready to start inviting others and using illu's features.
Note: Now you can use the account to log in on the illu Mobile App. When you do for the first time, please be sure to select Allow Notifications in the pop up at the end of the account creation process.
Now it's time to invite your team. To open the Admin Console, click your Account icon in the top right of the screen. In the pop-down menu, select
- 1.In the Admin Console, open the Members tab
- 2.Enter the phone number and email (optional) of the team member you want to invite and select Send Invitation.
- 3.Once it is registered, the phone number will appear in the Member's list with the status Pending until they accept the invitation
To get going, navigate to the Sites tab
. If you are just starting out on illu and trying things out, feel free to add a couple site names to start. You can add and edit your sites list at any time.
in the top-right of the screen. This launches a pop-up where you can give your new Site a name and select
to add it to your Site list. Tip: Sites can be used for more than just locations of your work. You can also use them to categorize activities that are not location-based, such as Accounting/Inventory Work, General Admin, Customer Service, etc.
Workflows are the backbone of illu. They provide an easy way to document and share your team's know-how. Let's start off by making your first one.
- 1.Navigate to the Workflows tab
- 2.Pressat the top-right of the page to open the Workflow Editing screen.
- 3.Press theto give your Workflow a name. If you can't think of something, start with something easy like "My First Workflow". Press theto the right of the text-field to save your changes.
- 4.Now we will create the first step. Press the + on the card. This will create a new Step.
- 5.For the step, you have the options to do all of the following:Attach a photo by clicking the box at the top of the card. This will open your media collection. Write a test description/instruction by pressing thewhen you hover your cursor over the text field. Add a programmed button by clicking the box at the bottom of the card.
- 6.Once you have added the first step, we are now ready to attach is to our first Job.
Jobs are how you delegate and manage the work your team needs to do. To make your work management extra powerful, you can attach as many Workflows as you like to help your team effectively complete & document their work.
- 1.Make a New Job. Pressin the top-right of the Jobs Table. This will open the Job creation side-bar on the right side of your screen.
- 2.Add Details. In the edit screen, you can complete the information for the Job. Be sure to include anything that you think is helpful for the person completeing the work (Assignee). Tip: The Notes field is a great space to add any extra information, like any observations from remote monitoring data or from previous site visits.
- 4.Save. Once you have added the information, pressat the top right of the edit screen. This will add the Job to your organization. You can always go back and edit the job later.
You will now see this new Job in your list.
Now that you know how to add Sites, make Workflows, and create Jobs, you are ready to start building out your team's processes and work!
A good place to start is with any procceses you already have that are well defined (i.e. you have an existing checklist or work isntruction document for). This could be comissioning checklists, preventative maintenance inspections, etc. 💡 Want some tips on how to make good Workflows? Check out this article!