GoCanvas has two different views to serve the different needs of users: Core and Project View. Core is our classic, or "Legacy," view and Project View, or "Jobsite Management," has a project management focus.

Departments with Different Views

Departments are especially helpful for larger organizations that need to manage lots of forms and users.

Departments allows organizations to give their teams the freedom to create the forms they need without other teams being able to edit them or view their submissions. Instead of everyone having access to everything, each team can have a streamlined view when logging into the GoCanvas portal.

For example, if you have sales, service, and quality teams at your company, you can create a Department for each inside GoCanvas. Departments allow you to structure your account just like your organization so everyone only has access to what they should have access to.

Thanks to the introduction of GoCanvas Project Management View, accounts can determine the view that best complements how they manage their business. With Departments, accounts also don't need to choose only one view for all users; each Department can determine which view they prefer when it's created.

Gain Access

In order to see this option when creating a new Department, you must first submit a ticket to our Support team requesting us to create a Department for you. It does not need to be the very first Department on your Account as every subsequent Department created after this action will have the option to choose the Account View.

Create a New Department

To edit or create a Department, you must be an Account Admin. When Departments are enabled for your account, one Department will automatically be created.

Navigate to the Departments administration page, following the instructions based on your Account View. 

Core View

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Departments.

Please note, the Department drop down in the left navigation only has navigation to Department specific administration pages for Users, Groups, and Reports.

Project View

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Departments.

1. Select Create Department in the upper right corner.

   

2. The Department Type drop down will default to Legacy GoCanvas, which is the Core View or classic experience. Expand the drop down to select Jobsite Management if this Department would benefit from Project Management View.

   

3. Name the Department and add an optional Description.
4. Copy Forms from an existing Department if you wish.

5. If the Department Type is Jobsite Management, an additional choice will appear, Add GoCanvas Sample Forms? Select Yes to automatically add the below forms to the Department:

   • Change Order,
   • Daily Report,
   • Inspection,
   • Work Order.

   

6. Save.

The Department will automatically be created and details for how to manage an Account, Users, and Groups with Departments enabled can be found in the following Help Center articles:

• How to Use Departments,
• Managing Users and Groups with Departments Enabled.