Company settings
Creating Report Templates in upmesh
Create your own report templates for daily reports, tickets and projects in upmesh. This guide shows you how.
Report Templates in the company settings
Upload and manage your own Word or PDF templates for ticket, daily and project reports.
Lists in the company settings
Create company wide value lists you can reuse via import in ticket layout and report layout fields.
Ticket Types in the company settings
Create company wide ticket type templates, copied into new Enterprise projects as a starting set.
Crafts in the company settings
Create company wide craft templates, copied into new Enterprise projects as a starting set.
Tags in the company settings
Create company wide tag templates with group and color, copied into new Enterprise projects as a starting set.
Ticketstatus in the company settings
Customize the company wide default label of the four fixed ticket statuses, as a template for new Enterprise projects.
Categories in the company settings
Create, edit and bulk import company wide categories used to classify reports and tickets.
Contacts in the company settings
Create, manage and import external contacts, company contacts and contact groups via Excel.
Project Roles in the company settings
Create and edit company-wide project roles with granular permissions, and assign them to employees or contacts.
Role settings in the project
Create and edit project-local roles with granular permissions, valid only within this one project.
Projects in the company settings
Manage all of your company's projects: filter, archive, reactivate and delete them – individually or in bulk.
Approval processes in the company settings
Define approval chains for time tracking, absences and extra pay - who approves in which order.
Holidays in the company settings
Create holidays, import them from an external source, assign regions, and understand their effect on target working hours.
Tasks in the company settings
Create tasks for time tracking, link them to wage types, activate/deactivate them, and import via Excel.
Regions in the company settings
Create regions, assign them to employees, and control which public holidays apply in time tracking.
Extra Pay in the company settings
Create extra pay types for time tracking, configure field types, activate and delete them.
Cost Centers in the company settings
Create cost centers and cost units, assign projects, activate/deactivate and delete them.
Employee Groups in the company settings
Quick guide to the Employee Groups page: create groups, manage members, set a default group, and how it affects project roles.
Project status in the company settings
Define custom project status values with name, color and order for all of your company's projects.
Working Time Models in the company settings
Create, edit, set as default and delete working time models with target hours per weekday.
Employees in the company settings
Invite employees, assign roles and permissions, assign groups, and remove employees from the company.
Company Profile
View company master data, logo and support contact, and (as an admin) manage API tokens.